Sydney Financial Planners

With a New Year now upon us, we have the opportunity for a fresh start.  For many of us there’s no better place to start than a re-think of the household finances.  In light of this, our financial planners in Sydney have put together their top list for getting your finances on track in 2012. [...]

As financial planners we are often asked about the top investment mistakes that people make before seeking professional financial advice.  Here are the top 5 investment mistakes we see novice investors make and how to avoid them:   1.  Lack of preparation As with any important decision, you need to make sure that you do [...]

Every parent knows that the cost of child care can be extremely expensive.  But, are you missing out on up to $7500 in childcare assistance?  Thousands of eligible Australian families are not claiming financial assistance to help them fund the high costs of child care.  This could make a big financial difference to your family [...]

According to the Global Wealth Report 2011 by Credit Suisse, Australians are the wealthiest people in the world, with second place going to Switzerland.  The report compared the median (the mid-point between the wealthiest and poorest in a nation) wealth of adults worldwide and found that Australia’s median wealth is around $215,000 AUD  (about $220,000 [...]

Many Australians are seeking independent financial planning advice – that is, advice from a financial adviser that is not conflicted by factors such as ownership links or commissions.  The truth is that in Australia, independent financial planners are getting harder and harder to find.  This article aims to give you some tips about what to [...]

Over the past couple of months we in Australia have experienced some share market volatility in response to the widening debt issues in Europe and the US.  The announcement of Standard & Poor’s decision to reduce the US’s credit rating from AAA to AA+ in early August instigated several days of significant share market jitters [...]

Creating wealth in today’s financial environment can be a challenge.  Here are our Top 6 Tips for Financial Success from our Sydney Financial Planners: 1.  Understand basic financial concepts It’s hard to have a chance at real financial success unless you’ve mastered some basic financial concepts.  Need to learn the basics of investing?  Our free [...]

What is a family trust? A family trust is a legal structure where money or assets are managed by a person (or organisation) on behalf of and for the benefit of another.  A family trust (also known as a discretionary trust) is where money and/or assets are held in trust for benefit of members of [...]

Many Australians travel overseas at some point in their careers with popular destinations being the UK, USA, Dubai, and Asia.  But when you’re reading to move back home to Australia, it can be difficult to know how to best manage your finances. What should you do with the retirement savings you’ve accumulated overseas? What about [...]

There’s no denying it, we Australians are hooked on credit cards. There are more than 16 million credit card accounts in Australia, each with an average debt of around $3000—and many of us have more than one credit card. So if you have credit card debt that you just can’t seem to shake it’s important [...]