InvestmentTo say we’re living in somewhat very challenging times could be considered as relative.
While we are experiencing higher interest rates and cost of living expenses, for those who can remember the days we had interest rates at 18% and an inflation rate of 8%-10% in the mid-80s, things don’t look so bad right now.
However, as I said,... | | Read More | In a recent NAB survey of more than 2,000 Australians found some 13% had no financial goals at all and 7% had no plans to cut their spending.
In comparison, 26% placed their financial wellbeing as a top priority, beating out travel plans in the new year.
If achieving financial wellbeing is a goal, then as the saying goes, what gets measu... | | Read More | For many people, investing for retirement is viewed as a ‘throw of the dice’ rather than a planned and meticulous approach towards financial security.
Why? Simply because of the myriad of changing circumstances in the investment landscape; interest rates, recession, inflation, global events – the list goes on.
However, ... | | Read More | To say we’re current navigating very stormy economic water would be a gross understatement.
As human beings, when we are faced with adverse and challenging circumstances, we’re programmed to act to either overcome negative circumstances or at least minimise their impact on us.
BUT, the same tactics may not apply when it comes to th... | | Read More |
It's interesting when a client first comes to see us wanting to set up a structured financial plan.
One of the first comments from clients, even before we start the discovery session, is "so, where will you be investing my money?"
It's at this point I have to gently back them up and explain that a financial plan is much m... | | Read More |
|
