Today I'd like to offer a list of simple strategies that can help Australians improve their financial fitness. If done properly, this includes assessing all aspects of personal finances, including strategies to boost retirement investments, such as including property and super, savings, a review of insurance...
“I don’t know what to do.” I’ve heard those words a lot over the years. Smart, successful people with good educations would sit across from me and tell me they’d done little to no financial planning. They just didn’t know what to do, so they did nothing. I’m not surprised. Uncertainty...
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things...
At this time of year, many property investors feel overwhelmed by the extra tax admin suddenly looming over them. However, if you switch your wintery end of financial year (EOFY) mindset to a sunnier new year one, you might find plenty of ways to plan...
As tax time is approaching it's time to get all your financial ducks in a row. And this year, it’s more important than ever for property investors to get it right. The Australian Taxation Office (ATO) has announced it will focus on three areas where people make...
What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says,...
Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says, but also for the decades to come. More...
The practical benefits of improving financial literacy. This month marks the 20th anniversary since the United States’ government under former President George W. Bush passed legislation officially proclaiming April as Financial Literacy Month. Financial Literacy Month is quite a big deal in the U.S. Every April, all U.S....
Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers are well-placed to meet those needs, according to the findings of a new report from...
I love ice cream. It is one of my greatest weaknesses. I like lots of flavours but my all-time favourite is mint choc chip. If there is mint chocolate chip ice cream in the house I can hear it calling my name, constantly! You know I can remember taking...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.