New Year Financial Checklist

As we welcome 2018 and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the coming year and our aspirations for the future.   Let’s face it, we worked hard last year and now is the time to reflect on what we have achieved; where we want to go; and what we need to get there. These times of reflection are critical to our lives whether we run our own business, are employed or retired.  A financial checklist is an excellent tool to see how you are...

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Make this year a financially healthy one

Another year is over - how was it for you? Did you achieve everything you’d hoped? Are you better or worse off financially than you were this time last year? With a new year in front of you, what can you do to make the most of every moment? We’ve put together a guide to get you started. January to March Make a start by turning wishes into goals. Some might be long-term like becoming debt-free, saving a home deposit, or retiring in a few years’ time. What can you do this year to support...

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Start planning early to get what you want!

Australians are living longer. According to the World Health Organization, we enjoy the fourth best life expectancy in the world behind Japan, Switzerland and Singapore. Great news for Millennials! Your life expectancy has been tabled at 74 for men and 80 for women. Astounding advances in medical technology could mean you will live much longer! With all that living to be done, how on earth will you fund it? Well there’s always the Bank of Mum and Dad, right? Doubtful, you see, according to a...

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How much money do you throw away?

Incredibly, Australians are now literally throwing away coins rather than using or saving them. This article highlights this issue and recommends some ideas to reduce wasting money; whether it is as coins or other expensive habits. It provides a simple example of how much a small amount can grow into a substantial figure. While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing, but for many...

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