Making a claiming on your personal insurances at a time that is both financially and emotionally stressful it can be a daunting process. We help you better understand what may be involved by taking a look at the steps commonly associated with making a claim.
With tax time fast approaching, it’s a good time to start getting all the documents and records you will need to be able to lodge your tax return. Our handy tax-time checklist will help make the process simpler, and ensure you have everything you need.
If you are looking at re-financing your mortgage or investment loan on your property it pays to shop around and do your maths. While you might find a lower interest rate loan, sometimes a lower interest rate is made up for in fees and charges.
When a natural disaster strikes, the damage or loss to personal property can be financially and emotionally devastating.
Is a mid-life crisis just a cliché? Most of us think of a midlife crisis in terms of a sports cars, changing careers or relationships. In this article, we explore the concept of the ‘mid-life’ crisis and how it impacts both men and women differently.
Your money personality has a strong influence on your behaviour and relationships with money. In fact it could be the very thing that is making it hard for you to meet your financial goals.
When comparing or consolidating super funds, often the focus may be on reducing fees. Whilst lower fees can make sense, there are plenty of other things we need to check before recommending a switch of super fund.
According to the Government’s trends in Aged Care services report of those who reach age 65, approximately 40% will go into permanent residential care later in their lives. Accordingly, it’s likely each of us will need to make decisions in relation to Aged Care for ourselves, parents or other relatives.
The holiday season can be a fun time spent with friends and family, gifts, celebrations and sometimes a little overindulgence in food and drink. The holidays aren't so bright however when finances are tight leading to unwelcome stress. Here are a few tips that can help you stay financially well this holiday season:
There is a concept regarding wealth creation and preservation called “the rule of three’s”. This rule is based on the concept that within a family tree one generation builds the wealth, the next generation enjoys the wealth and the third generation destroys the wealth.
Thinking of getting married? Already Engaged? Do you know someone that is? Here are some tips and tools to help start saving for the big day, and a bunch of other things to help you live happily ever after, financially and otherwise.
It may be too much of a mountain to review your total financial situation, but even if you just review a few things it's better than doing nothing at all. Our challenge to you is to tackle at least two of the areas we suggest to review.
Have you looked at who your nominated beneficiary for your super fund is lately?