Sydney Financial Planners

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 [...]

From a Financial Planning perpective, the Federal Budget 2011 announced yesterday was relatively mild with few major changes. However, despite the 2011 Budget being quite restrained, there are new changes to tax, superannuation and social security which may impact your financial planning for today and into retirement. For an outline of the main changes in [...]

Preparing for a baby is one of the biggest events of your life bringing with it a lot of expense. When you combine the extra costs with the likelihood that your income is likely to drop from two incomes to one, having a baby can put a large strain on the household budget. Here are [...]

For some, the prospect of the last of your children fleeing the nest is a long-awaited event; for others, it’s the sad end of a chapter. Either way, becoming empty nesters is an important financial life stage and one that is often overlooked. This article written by our professional financial planners in Sydney offers our [...]

Most people in Australia believe the old saying “rent money is dead money”, but as you’ll see in this article on renting and property investing, this isn’t necessarily true.  If you’re smart about it, renting in your younger years can be a great financial planning strategy to help you own your own home sooner.  Don’t [...]

Many of us dream about winning Lotto.  We have visions of laying in a hammock on some deserted island somewhere sipping cocktails watching our private yacht bob up and down on the ocean.  We dream of not having to work again, sports cars, the works.  But the scary reality is that many people who win [...]

Migrating to Australia Choosing to migrate to another country is a big decision – one of the largest decisions of your life.  With the decision to migrate to Australia comes several financial as well as emotional changes as you establish yourself in your new homeland. Each year, around 170,000 people migrate to Australia from all [...]

Recent reports suggest that each year, our life expectancy as Australians increases by three months.  Whilst that it great news for those of us that aspire to a long life, the implications for planning financially for a longer life become increasingly difficult. Aged care is one of those topics that most of us prefer not [...]

Many people make a serious new years resolution to get their money and finances organised.  This new year, our financial planners we show you the steps to take to make this an actual action, instead of yet another new years resolution to break.  These 6 Steps to Achieving your Financial New Years Resolutions can help [...]

Christmas managed to sneak up on us again and is now only just over a month away.  Our financial planners give you some tips on how to avoid the financial woes that the festive season can cause. With Christmas only weeks away, now is the time to start saving.  Generally, most people wait until December [...]