partners for life
Posts Tagged ‘planning’
Responsible Investing – Understanding Your Options
July 22nd, 2022A lot of what we do in life is better done in a responsible way – driving, raising kids, the whole lot. Investing can be the same, but it is critical that investors understand their options on how they can have their money invested in portfolios that prioritise shares deemed “responsible” from an environmental, socialread more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
Is it Time for a Brand Refresh?
May 6th, 2022Throughout the journey of owning and operating a business, things change all the time. Customers come and go, demand for what your business provides can fluctuate, or more recently a global pandemic can force significant changes to how businesses operate. What tends not to change so often is a business’ brand. A brand refresh canread more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
Received a Large Windfall of Cash? Here’s What to Do Next
December 10th, 2021If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread more
Embracing Holistic Personal Future Planning
October 6th, 2021For better or for worse, people tend to focus on their financial position and material goods when planning for their future – “I want to have $x in the bank by the time I’m 45”; “I want three investment properties on the go before I retire”; “If I’m not earning six-figures in the next fiveread more
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
My Term Deposit is About to Mature – What are my Options?
February 19th, 2021Term deposits have been a staple of many people’s wealth portfolio for a long time. However, with interest rates slashed in recent years, we are now seeing the banks (especially the “Big 4”) offering miserly interest rates of around 0.5% per annum. This is now lower than the rate of inflation, so term deposit investorsread more
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