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  • Think you'd never fall for a scam? Read this
    October 7, 2017
    Money Management, Uncategorized
    If you are over 50, male, highly educated, financially literate and manage your own...
  • How to minimise the damage from a scam
    October 2, 2017
    Money Management, Uncategorized
    Most victims of scams can never recover their lost money, but by taking immediate...
  • What's the best tactic for making personal contributions to super?
    September 19, 2017
    Money Management, Uncategorized
    Among the changes made to superannuation effective 1 July 2017 was the move to...
  • How to address the super difference for women
    September 18, 2017
    Money Management, Uncategorized
    Recent decades have seen huge gains made in the financial empowerment of women. However...
  • Should I abandon my transition to retirement strategy?
    August 15, 2017
    Money Management, Uncategorized
    Thanks to changes to superannuation, Transition to Retirement (TTR) pensions have lost a little...
  • Everything you need to know about planning for retirement
    August 14, 2017
    Money Management, Uncategorized
    For previous generations of Australians, planning for retirement usually meant ceasing work and hoping...
  • What does it really cost to raise a child?
    July 5, 2017
    Money Management, Uncategorized
    How much does it cost to raise a child? Obviously the answer is highly...
  • Improve your budget bottom line with these tips
    July 5, 2017
    Money Management, Uncategorized
    Each year in early May, the Treasurer delivers the Federal Budget and many people...
  • How to invest to maximise your tax benefits
    June 13, 2017
    Money Management, Uncategorized
    Anyone who has completed their own tax return will know that the tax office...
  • Save money with our end of financial year tips
    June 13, 2017
    Money Management, Uncategorized
    When it comes to getting the most (money) from your annual tax return, there...
  • Get ready NOW for the end of financial year
    May 16, 2017
    Money Management, Uncategorized
    The end of financial year is almost upon us and, when it comes to...
  • What does the 2017 Budget mean for you?
    May 15, 2017
    Uncategorized
    According to Federal Treasurer Scott Morrison, the 2017 Budget is based on the principles...
  • Should an annuity be part of your investment portfolio?
    April 21, 2017
    Money Management, Uncategorized
    Many people are so focussed on the accumulation phase of their retirement plan, they...
  • Do you know about this perfectly legal alternative to SMSFs?
    April 20, 2017
    Money Management, Uncategorized
    It is well known that Australians love to travel and, although the majority return...
  • Working with the new super rules
    March 22, 2017
    Money Management, Uncategorized
    As many working and retired Australians already know, in late 2016 a raft of...
  • How might the latest superannuation changes affect you?
    March 22, 2017
    Money Management, Uncategorized
    With several major changes to Australia’s superannuation system due to take effect from 1...
  • Overcoming personal debt - some handy tips and traps
    March 22, 2017
    Money Management, Uncategorized
    Talk about hammering the plastic. In November 2016 Australia’s 16.7 million credit card accounts...
  • Millennials & Money – your unique needs
    March 21, 2017
    Money Management, Uncategorized
    If you entered the world between 1980 and 1996 you’re part of Generation Y,...
  • How to choose an adviser you can trust
    February 8, 2017
    Money Management, Uncategorized
    “The trust of the innocent is the liar’s most useful tool.” – Stephen King When...
  • How to deal with money issues in a relationship
    February 7, 2017
    Money Management, Uncategorized
    Most divorce lawyers will tell you that the number one reason for people to...
  • How to save big money on your next holiday.
    January 13, 2017
    Money Management, Uncategorized
    You might recall the movie, “The Holiday” which starred Kate Winslet and Cameron Diaz...
  • Will 2017 be the year you turn your life around?
    January 10, 2017
    Money Management, Uncategorized
    Another year has swiftly vanished into history and, while many people were glad to...
  • What happens now with Donald Trump moving to the White House?
    November 10, 2016
    Money Management, Uncategorized
    From the desk of Peter O'Callaghan So here we are. A new U.S President, however...
  • Which investment style is right for your situation?
    November 10, 2016
    Money Management, Uncategorized
    Just when you thought investing was easy to understand - you put your money...
  • What are sub-zero interest rates and should you be worried?
    November 9, 2016
    Money Management, Uncategorized
    In Denmark and Germany, a government ten-year bond yields less than zero; its Investors...
  • What will be the possible outcome of the US Presidential election?
    November 8, 2016
    Money Management, Uncategorized
    The 2016 US Presidential election has certainly been an interesting, and divisive, one. The...
  • Will your insurance policy pay out when you need it?
    October 5, 2016
    Insurance, Money Management, Uncategorized
    Putting in place the right mix of insurance cover to suit your needs is...
  • Is robo-advice the way of the future?
    October 4, 2016
    Insurance, Uncategorized
    You may have heard of the term “robo-advice” and how it is ‘revolutionising’ the...
  • How to be a millionaire by the time you retire
    September 15, 2016
    Money Management, Uncategorized
    By: Daniel Shine One of the most common questions we’re asked as financial advisers is...
  • What happens to your digital life after you die?
    September 15, 2016
    Money Management, Uncategorized
    Who takes care of our digital life after we die? The executor of a...
  • How to prepare for your first meeting with your financial adviser
    August 17, 2016
    Money Management, Uncategorized
    So, you’ve decided to take charge of your future and get some guidance from...
  • Have you really considered your retirement options?
    August 17, 2016
    Money Management, Uncategorized
    It is a growing phenomenon, and one governments are starting to address – why...
  • Is a Self-Managed Super Fund right for you?
    July 28, 2016
    Money Management, Uncategorized
    Self-Managed Super Funds are among the fastest growing superannuation vehicles in Australia and they’re...
  • What to do if your job is suddenly made redundant
    July 15, 2016
    Insurance, Money Management, Uncategorized
    Being retrenched from your job can be hard to accept. It is the sudden...
  • Who takes care of your debts after you die?
    July 15, 2016
    Money Management, Uncategorized
    It's not something most people like to think about but it's important to consider...
  • 7 Myths About Women and Finance
    June 10, 2016
    Money Management, Uncategorized
    There are a number of myths around women and money, despite the fact there...
  • Making the Most of Low Interest Rates
    June 10, 2016
    Money Management, Uncategorized
    Everyone knows that interest rates in Australia are lower than they have ever been,...
  • What Does a Financial Planner Do?
    May 9, 2016
    Money Management, Uncategorized
    Many Australians don’t fully understand what financial planners actually do. In fact, up to...
  • 2016 Budget Update
    May 5, 2016
    Money Management, Uncategorized
    By: Peter O'Callaghan I appreciate that many of our clients will be bombarded with information...
  • Follow Our Tips So You're Not Fooled This April
    April 12, 2016
    Money Management, Uncategorized
    We’ve all seen media reports about ordinary Australians losing their entire savings after responding...
  • How to Save on Insurance Premiums
    March 4, 2016
    Insurance, Money Management, Uncategorized
    When most people think about financial planning they tend to focus on the wealth...
  • What's Happening in the Current State of the Global Markets?
    February 12, 2016
    Money Management, Uncategorized
    Peter O'Callaghan shares his views on the current state of the markets. Well, what an...
  • What is Your Risk of Financial Catastrophe?
    February 1, 2016
    Insurance, Uncategorized
    Everyone faces some level of financial risk but most people hope that catastrophe will...
  • Before You Say "I do", Check Out These Money Tips
    February 1, 2016
    Money Management, Uncategorized
    Money may not be the most romantic thing to think about but money problems...
  • 6 New Year Resolutions You Need to Start Now
    January 13, 2016
    Money Management, Uncategorized
    As we start yet another year and ponder how fast the last 12 months have...
  • Make 2016 the Year You Get Your Financial Goals on Track
    January 12, 2016
    Money Management, Uncategorized
    Most of us take for granted that we have to get our car serviced...
  • 6 Ways to Start Your New Job on the Right Foot
    January 12, 2016
    Money Management, Uncategorized
    Starting a new job can be both exciting and stressful. With so much happening,...
  • 10 Tips to Help You Prepare for a Happy Retirement
    November 27, 2015
    Money Management, Uncategorized
    Are you looking forward to retirement? Check out our top 10 tips to make sure...
  • What Will the Future Look Like?
    November 27, 2015
    Uncategorized
    Demography is the study of population – births, deaths, ages, life spans, migration, and...
  • How to Ensure You have a Dream Retirement
    November 26, 2015
    Money Management, Uncategorized
    We all have a vision of our perfect retirement. But whether it’s travelling around...
  • Why you need to stop and think about your insurance cover
    October 26, 2015
    Insurance, Uncategorized
    There is no doubt that the very thought of claiming on your own insurance...
  • Are you one of the many Australians who are underinsured?
    October 26, 2015
    Insurance, Uncategorized
    By: Peter O'Callaghan Research shows that many Australians are underinsured prompting insurance companies to advertise...
  • 5 Simple Ways to Save Money on Energy Costs
    September 23, 2015
    Money Management, Uncategorized
    When developing a budget, it’s easy to think that you have no control over...
  • How to Make Your Money Work Harder for You
    September 23, 2015
    Money Management, Uncategorized
    So you've been able to get a tax refund this year or by being thrifty...
  • Why Having a Financial Plan Will Make You Better Off
    September 23, 2015
    Money Management, Uncategorized
    If your footie team didn’t have one, they’d never make the Grand Finals. You...
  • Economic Update
    September 21, 2015
    Money Management, Uncategorized
    Though the media appears to have moved on to more newsworthy events and issues,...
  • Top 9 Golden Rules for Successful Investing
    September 11, 2015
    Money Management, Uncategorized
    What are the top tips for successful investing? We've compiled the top 9 rules...
  • Sobering Stats
    September 4, 2015
    Insurance, Uncategorized
    We found some sobering statistics on health and well-being that we thought we would...
  • Don't believe the hype
    September 3, 2015
    Money Management, Uncategorized
    Overview The last few weeks - and especially the last few days - have seen...
  • Insuring your life, naturally
    August 20, 2015
    Uncategorized
    A healthy lifestyle is a smart investment in the future, not only for you...
  • Teaching kids about cash
    August 20, 2015
    Money Management, Uncategorized
    Many valuable lessons are learned throughout life. One of the most important to pass...
  • Superannuation & Divorce
    May 26, 2015
    Uncategorized
    Divorce can be a confusing time when it comes to finances, especially superannuation. Here...
  • Living Longer, Working Longer
    May 26, 2015
    Uncategorized
    A pattern developing in the workplace, and indeed being encouraged by government, is around...
  • Women & Super: Small Change, Big Effects
    May 26, 2015
    Money Management, Uncategorized
    Women, on average, are currently more financially vulnerable when it comes to their superannuation...