With the majority of Australians still dangerously underinsured, is it time you reviewed your cover? Jeff is a clean-living 53-year-old who exercises regularly, doesn’t smoke, enjoys a healthy diet and only indulges his love of good wine at the weekend. Yet things...
With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future. But with the total cost of a private-school education approaching up to $500,000, finding a way to fund that...
Treasurer Scott Morrison has handed down his first Federal Budget - the Coalition Government’s third. The winners are low and middle income earners, unemployed youth and small business, and there are significant changes to superannuation. Note: These changes are...
The foundation of how and what we think about money often comes from the environment we were raised in, and our parents own views. We need to be very mindful of what exactly they taught us about money and how this impacts the decisions we make today. Cast your mind...
What has happened? It’s déjà vu for investors as the birthplace of Western civilization, Greece, once again teeters on the edge of economic collapse. It marks the latest in an ongoing series of crises for the country after major debt restructuring packages were struck...
1. Never learning to budget. Every dollar earned does not need to be spent. Have a financial plan and rigorously stick to it. Budgeting also means having a regular saving plan in place. Buying a new car and thinking it’s the most important thing in your...
At Wealth Planning Partners, we often hear people say "I'll come and see you when I've got money." It's a bit of a cliche, but unless you win lotto, that's not going to happen. We're the ones who help you plan... and keep you accountable! We also realise that...
There are many different beliefs and traditions surrounding Christmas, but one thing is for sure... from its start, it was meant to be about joy and celebration. These days for some, it seems more a time of stress and debt. If ‘it’s only x days to Xmas’ curls your...
A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper financial advice soon became very evident when looking at his...
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P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
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