How important is money to your wellbeing?

Rick Maggi

4 October 2018

Educational, Research, Wealth Accumulation, Well Being, Women Advice

How important is money to your wellbeing?

Having more money should make us happier right? According to a number of different research reports, feeling good about life comes from a feeling of control over your finances, rather than how much money you have. Get tips on how to change your ways to boost financial wellbeing…

Rick Maggi

15 December 2017

Economics, Educational, Financial Advice, Financial Planning, Investing, Market/Economic Update, Monthly Newsletter/Snapshot, Pensions, Research, Retirement, Superannuation, SMSF, Strategy, Stats, Wealth Accumulation

Market outlook for 2018

Rick Maggi

15 December 2017

Economics, Educational, Financial Advice, Financial Planning, Investing, Market/Economic Update, Monthly Newsletter/Snapshot, Pensions, Research, Retirement, Superannuation, SMSF, Strategy, Stats, Wealth Accumulation

By the standards of recent years, 2017 was relatively quiet. Sure there was the usual “worry list” – about Trump, elections in Europe, China as always, North Korea and the perennial property crash in Australia. And there was a mania in bitcoin. But overall it has been pretty positive for investors...

Rick Maggi

8 September 2017

Educational, Economics, Financial Planning, Financial Advice, Goal Setting, FPA, Financial Planning Assoc, Survey, Research

Financial Planning: BELIEFS, ATTITUDES & REGRETS

Rick Maggi

8 September 2017

Educational, Economics, Financial Planning, Financial Advice, Goal Setting, FPA, Financial Planning Assoc, Survey, Research

Financial Planning: BELIEFS, ATTITUDES & REGRETS

In taking the nation's collective pulse on financial related behaviours and beliefs, the FPA Live the Dream report has uncovered some fascinating insights into how Aussies are living out their dreams and what it takes to succeed. Four personality profiles have emerged from the research: Go-Getters (33%), Cruisers (19%), Daydreamers (32%), and Builders (16%). Which personality do you mostly identify with?