Sydney Financial Planners

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 [...]

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 [...]

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 [...]

Download a Free Ebook about Financial Planning for Expats Returning to Australia. Discover how to manage your finances and re-establish your money in Australia.  Written by Sydney financial planners.

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 [...]

Download our Free Ebook about financial planning for same sex gay and lesbian couples in Australia. Written by Sydney financial planners at Financial Spectrum.

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 [...]

Free ebook about preparing financially for a baby. Includes financial planning tips when planning and during pregnancy.

Financial Planning to afford your child’s Private School Fees Being a parent and affording school fees isn’t always easy.  A survery conducted in Australia in 2006 found that 55% of parents heavily underestimate the costs of educating their children.  Over the past decade, the number of children attending private schools in Australia has risen by [...]