Four-fifths of retirees have not sought financial advice during COVID-19, despite three-quarters of them also expressing a lack of confidence around how long their hard-earned savings will actually last. The findings are from a survey conducted by Allianz Retire+, which also revealed that only one in...
Good financial planning is about doing the small things consistently over time, a private wealth adviser has outlined while touting the benefits of good financial advice. In conversation with nestegg, Stanford Brown’s Kirsten Lynn has shared the most common mistake she sees people make when it...
If you think storms may lie ahead, it makes sense to prepare your craft for choppy waters. With Australia facing continued economic uncertainty, it may be time to take stock of your finances and get in the right shape. First the good news. The Australian economy...
Not sure what to do with your tax refund? Strategic financial decisions for your tax return begin with a strong plan. Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile. For many of us, getting a...
Advised clients are in a much better portfolio position during COVID-19 than their unadvised counterparts, according to an investment expert The managing director of Wealth O2, Shannon Bernasconi, has explained how after a slow first month of the pandemic, “everything has picked up to even greater...
Cash flow has never been so important, according to a chartered accountant. Palfreyman Chartered Accountants’ principal, Simone Palfreyman, has highlighted that with restrictions of COVID-19 likely to continue for many months, individuals and businesses alike should be focusing on the creation of cash flow forecasts. Ms Palfreyman...
Australians are becoming increasingly gloomy about their retirement prospects, with many believing that the flow-on impact of COVID-19 will mean they will have to work longer, new research has found. Forty-five per cent of Australians are either scared or do not feel financially confident about retiring,...
Australians are ill-prepared for any major setback financially, with one in five Aussies needing credit to get through unforeseen financial expenses, new research has found. Research from comparison site Mozo has looked at how Australians fare financially when faced with unforeseen expenses or setbacks. Only one in...
Stay on track with your professional development and help future-proof your career goals by upskilling. The latest figures released by the Australian Bureau of Statistics tell us that 2.7million Australians either lost their job or are grappling with reduced hours as a result of COVID-19 (coronavirus)....
For many people, the government’s COVID-19 (coronavirus) early release of super scheme has been a lifesaver, with the money accessed from retirement savings helping provide additional support at a time of economic uncertainty. In total, 1.81 million Australians have withdrawn $13.5 billion from super funds, at...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.