Rick Maggi

7 September 2017

Educational, Debt Management, Ethical Investing, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Investing, Goal Setting, Income Protection, Self Development, Retirement

Defining Enough

Rick Maggi

7 September 2017

Educational, Debt Management, Ethical Investing, Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Investing, Goal Setting, Income Protection, Self Development, Retirement

Do all your future plans rely on having a lot more money than you do now? If the answer is yes, it might be time to think carefully about your values so you can put together a realistic financial plan that will bring you closer to the sort of life you want.

Planning for your financial future doesn’t have to be about chasing more money. Achieving a real sense of having enough to feel comfortable and happy is more about understanding what’s important to you and then managing your finances accordingly. So just how much is enough for each one of us?

Rick Maggi

29 August 2017

Financial Planning, Financial Advice, FPA, Financial Planning Assoc, Goal Setting, Investing

DO YOU HAVE FINANCIAL SMARTS?

Rick Maggi

29 August 2017

Financial Planning, Financial Advice, FPA, Financial Planning Assoc, Goal Setting, Investing

When it comes to understanding important financial concepts, have you got your head around it all? Take our quiz to see if you’re a money master and plug any gaps in your knowledge...

Rick Maggi

20 August 2017

Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Goal Setting, FPA, Investing, Retirement, Self Development, Well Being

THE SANDWICH GENERATION

Rick Maggi

20 August 2017

Financial Advice, Financial Planning, Financial Planning Assoc, Finance, Goal Setting, FPA, Investing, Retirement, Self Development, Well Being

Many people approaching retirement with elderly parents and adult children are feeling the pressure on their time and finances. Find out why it’s important to put your own wellbeing first.

Thanks to the twin trends of growing life expectancy and rising house prices, more and more people are finding themselves joining the ranks of the sandwich generation. Recent estimates put the number of Australians in the sandwich generation at more than 1.5 million1. That’s a lot of people juggling the responsibilities of aged care, child care and often a job too.

Rick Maggi

15 August 2017

Financial Planning, Financial Advice, Financial Planning Assoc, SMSF, Superannuation, Retirement

SUPERANNUATION STUMBLING BLOCKS

Rick Maggi

15 August 2017

Financial Planning, Financial Advice, Financial Planning Assoc, SMSF, Superannuation, Retirement

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...

Rick Maggi

10 August 2017

Financial Planning, Financial Advice, Financial Planning Assoc, FPA, Goal Setting, Investing, Educational, Children's Education, School Fees

Investing In Your Kids Education

Rick Maggi

10 August 2017

Financial Planning, Financial Advice, Financial Planning Assoc, FPA, Goal Setting, Investing, Educational, Children's Education, School Fees

When kids are starting school, will your finances be ready too? You’ll often have many other financial commitments at this time - your mortgage, family holidays, insurance, grocery bills and more. If you think a fee-paying school could be on the cards, how will you cope with another big bill to pay?