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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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  • 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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  • 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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