Financial Planning Assoc

UNDER 40 & BROKE: THE NEED FOR FINANCIAL ADVICE

UNDER 40 & BROKE: THE NEED FOR FINANCIAL ADVICE

With increasing debt and falling home ownership among the under 40s, their financial prospects are less than rosy.  If this trend is set to continue, young people are going to be needing financial advice more than ever to help them make the best choices for a secure future...

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...

SHARING FINANCIAL WISDOM

SHARING FINANCIAL WISDOM

Money know-how can come from anyone, young or old. When it comes to financial wisdom, author and speaker Kylie Travers and actor and singer Charmaine Bingwa have taken their lead from the previous generation...

A Better Retirement

A Better Retirement

Today, with Australians living longer and healthier lives, the concept of retirement is much different to what it was only one generation ago. For each retiree, retirement is different.

Typically, there are four areas that need to be considered to help you better understand your retirement goals and objectives. These are...

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...

TOP 5 Financial Regrets

TOP 5 Financial Regrets

We all make bad decisions about money from time to time. But what if you could avoid future financial errors by learning what others have done and wish they hadn’t? In our Live the Dream survey we asked Aussies for their top financial regrets so you can learn from their mistakes...

Investing: What is an index?

Investing: What is an index?

When people talk about the share market having gone up or down, what they are usually are referring to is an index. But what is an index and why is it important?

Investing In Yourself

Investing In Yourself

What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re ready to meet the future as your very best self...

5 MONEY MINDSETS HOLDING YOU BACK

5 MONEY MINDSETS HOLDING YOU BACK

What’s holding you back from taking control of your financial future? Discover the five mind tricks that can stop you from achieving financial success and what you can do to avoid them.

Financial Planning: BELIEFS, ATTITUDES & REGRETS

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? 

Defining Enough

Defining Enough

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?

DO YOU HAVE FINANCIAL SMARTS?

DO YOU HAVE FINANCIAL SMARTS?

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...

THE SANDWICH GENERATION

THE SANDWICH GENERATION

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.

SUPERANNUATION STUMBLING BLOCKS

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...

Investing In Your Kids Education

Investing In Your Kids Education

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?