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  • What Is A Financial Plan?

    • 04/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Budgeting, Financial Planning, Goals and Dreams, money, Money Smart, Saving, Tips & Tricks
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    Build your own financial plan

    Build Your Own Financial Plan Whatever your financial goals, it’s always a great idea to build your own financial plan as this can help you grow, manage and protect your wealth. Generally, a financial plan will assist you to: Summarise your financial position and goals Set out the strategies you’ll use to reach your goals

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  • Teach Your Kids To Be Smart With Money

    • 04/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Budgeting, Children, Financial Planning, Kids, money, Money Smart, Saving, Tips & Tricks
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    are your kids money smart

    Are Your Kids Money Smart? Children learn a lot from their parents when it comes to money – it’s time to arm yours for financial success! When it comes to money, your own behaviour and attitudes can strongly influence your kids. Help your kids to be money smart by demonstrating positive money habits and teaching

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  • Understanding Your Current Financial Position

    • 04/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Banking, Budgeting, Equity, Financial Planning, Forecasting, Investments, money, Mortgage Broking, Purchasing Property, Saving, Superannuation, Tips & Tricks
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    doyouunderstandyourcurrentfinancialposition

    Do You Understand Your Current Financial Position? Most people don’t review their finances until its too late – but it’s never too early to conduct a review! The more you understand your current financial position, the better choices you will make when investing your money and the better the outcomes you will get. Learn More

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  • The Smart Way To Move In Together

    • 03/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Banking, Budgeting, Financial Planning, money, Tips & Tricks
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    Are You Ready To Take The Next Step? Moving in with your partner can be an exciting stage in your relationship, but there are a few financial considerations to think about to help you both get the most of your money and avoid problems down the track. How Will You Split The Expenses? You’ll need

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  • Can You Borrow To Invest In Property Through Your SMSF?

    • 03/06/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, Investments, loans, money, Mortgage Broking, SMSF, Superannuation
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    Is It Possible To Borrow From Your SMSF To Invest? While borrowing through an SMSF to invest in property is possible, there are strict rules governing how the loan and subsequent property purchase must be structured when using borrowed money inside an SMSF. Borrowing through an SMSF to invest in property must be done under

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  • Where Does All My Money Go?

    • 01/06/2018
    • Posted by: Nick Lucey
    • Category: Advice, Budgeting, Financial Planning, money, Saving, Tips & Tricks
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    Do You Keep Track Of Your Cash? A recent study has found a third of Australians are financially strained and some often struggle to make ends meet. It’s estimated that the average household in Australia spends about $1,425 a week on general household costs, but it’s not just big-ticket items, like rent (or mortgage), groceries

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  • Income Protection

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, insurance, life insurance, money, Personal Injury
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    Income Protection Income protection insurance, also known as salary continuance, can help you manage your expenses if you are unable to work for a certain amount of time due to being sick or injured. Income protection insurance replaces a portion of your income lost through your inability to work due to injury or sickness. It is

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  • Pooled Investment Opportunities

    • 05/04/2018
    • Posted by: Nick Lucey
    • Category: ASX 200, Finance & accounting, Financial Planning, International, Investments, Retirement, SMSF, Superannuation
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    Pooled Investment Opportunities Managed Funds If you have some money to invest and would prefer a professional to make investment decisions for you, a managed fund might be for you. A managed fund is one type of ‘managed investment scheme’. In a managed fund, your money is pooled together with other investors. An investment manager

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  • Cash Rate Unchanged – Economic Update

    • 04/04/2018
    • Posted by: Nick Lucey
    • Category: Economics, Federal Budget, International, Legislation
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    At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. the full statement can be found here, or you can read the below points. Summary points The global Economy has grown and unemployment figures have decreased. All Australian States have recorded increased levels of employment. The current unemployment rate in

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