Wills & Estate Planning

Small business relief on loans...

Small business relief on loans...

Australian banks will defer loan repayments for small businesses affected by COVID-19 for six months, starting Monday…

Your No 1 Financial Focus, Decade By Decade...

Your No 1 Financial Focus, Decade By Decade...

Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own path could see you enjoying a more comfortable lifestyle and being ready for the next chapter to begin. Read our guide to getting all your money matters sorted out, one decade at a time…

Role Reversal

Role Reversal

...when your parents are relying on you!
As your parents get older, your whole family will be facing lots of changes. Supporting them during this time can be challenging, with lots of choices to be made. Get some tips to help you prepare for this role-reversal without it becoming a burden or a cause of family conflict…

So you're starting a family...

So you're starting a family...

Starting a family will bring you plenty of joy, but it will also create many challenges. In addition to possible sleepless nights and changes in your lifestyle, it could also affect you financially…

The True Value of Advice

The True Value of Advice

Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus you’ll take more family holidays, have greater peace of mind and more confidence in your financial decisions...

5 issues to consider before tying the knot...

5 issues to consider before tying the knot...

Before your big day, much of the financial talk may have been around budgeting for your wedding and planning your honeymoon. But while not nearly as exciting, there’s another vital part of your new partnership that should be considered: your future finances.

Finances can be one of the biggest sources of stress and tension in a marriage. However, open communication and careful planning now can help you avoid many problems down the road.

Here are five important areas to examine before you walk down the aisle:

Mistakes To Mastery (Free eBook)

Mistakes To Mastery (Free eBook)

Life doesn’t revolve around money. Lots of other things - like family, friends, and health - can be much more important to you than your bank balance. But some personal goals are hard to achieve if you don’t have much money. That’s why the FPA have put together this handy guide to getting to grips with the do’s and don’ts of your finances...

Retirement: Seniors are doing it for themselves

Retirement: Seniors are doing it for themselves

Newcastle-based lawyer Lyn Lucas has been practicing family law for 25 years. She is also 76. Lucas studied law as a mature age student, and seven years ago created an online legal practice, Online Divorce Lawyer. This came about as she was looking to lessen the stress of practising law full time...

Retirement: Life after work

Retirement: Life after work

Superannuation stumbling blocks

What’s stopping you from saving for a retirement you can really look forward to? Take a look at these four common barriers to saving more super and make a plan for having all your goals and financial priorities in order...

Insurance: Income Protection - Stay Ready

Insurance: Income Protection - Stay Ready

'Income Protection' - in the world of investing and financial planning, this is never a thrilling topic of conversation. I don't know how many times I've seen client's eyes begin to glaze over whenever I've broached the subject of income protection, or life insurance for that matter.

Updating Your Family Trust

Updating Your Family Trust

Grab yourself a cup of coffee for this particular article, because you're going to need one. This note focuses on the importance of staying on top your family trust deeds. It's a little lengthy but please stay with me on this if you can - and if not, just call me and I'll point you in the right direction...

STARTING A NEW BUSINESS?

STARTING A NEW BUSINESS?

Statistics show that 'baby boomers' are simply refusing to retire, and instead, are choosing to start new businesses. The same trend also applies to the recently retrenched, which is great news for the Australian economy and financial markets....