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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 True Value of Advice – Research Paper

    • 06/02/2018
    • Posted by: Nick Lucey
    • Category: Financial Planning, Investments, Retirement
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    The True Value of Advice I recently came across an interesting white paper prepared by IOOF in December 2015, which looked at the emotional and intangible benefits that having a professional financial adviser adds to people’s daily lives. 521 participants contributed to the research and the results were staggering.   Why do people seek financial

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