When was the last time you checked that you have a health insurance policy that’s right for your family’s unique needs? Why do we ask? Because financial advisers are equipped to help you quickly and easily review your current level of cover, ensuring that it is...
‘Budget’ is one of those words that has hardly any positive connotations to it, similar to other dreaded words like infection, tax and mucus. But what if I told you that budgeting could be fun? What if I told you budgeting could actually be thrilling?...
It’s a common story: you set your alarm for 6.30am with every intention of hitting the gym before work. But you don’t. In fact, you might stay in bed for another hour and a half past that. With the aim of finding an additional boost of...
The ATO has reminded SMSFs that are paying capped defined benefit income streams to members to ensure they are meeting their PAYG obligations.
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Our 20s are a confusing time. We’re told to make mistakes. Fall in love! See the world! But then we’re also told by millionaires who managed to purchase investment properties in their early 20s to stop going to Europe every summer and quit buying so much smashed avo...
Account-based pensions, sometimes called allocated pensions or retirement income streams, can be a great way to use your superannuation savings to create a retirement income. If you’re a novice when it comes to these products, you might want to get a quick run-down on the basics. Once you’ve...
As property prices across much of Australia continue to fall, new findings have revealed that older Australians are more pessimistic when it comes to the housing market, with the majority believing prices will continue to decrease. The data, collected by insurance providers Budget Direct, revealed that an...
It’s not uncommon for our brains to switch off the second we hear words like stock market, growth, capital, recession and shares. Snooze, right? We like spending money, not incrementally growing a portfolio of some kind of investment. But it pays to get over your fear...
In the financial services industry, advising people to spend money is like being a doctor encouraging ice-cream consumption.
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If I had to guess, I wouldn’t say you spent part of your weekend reviewing your health cover. But life moves fast, and chances are your health insurance hasn’t been keeping up. Recent government changes across the entire Private Health Insurance sector are making it more affordable, easier...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.