This year has been a year like no other with constant change and unpredictability so is it a good time to consider approaching a financial planner and who do you choose?  

Life has a habit of throwing us curve balls. Every day in Australia 18 families lose a working parent and a chunk of their future income. That's a strong argument for protecting your loved ones with adequate life insurance.

From golfing, to holidays, to spending more time with the grandkids, everyone’s retirement goals are different. It may sound obvious but before thinking how to spend your retirement money, considering your desired outcomes is the first step in deciding what you should do.

As financial planners, we spend considerable time understanding our clients’ objectives and order of priorities before answering the question of “how should I invest?”.

With ongoing media discussion about climate change & global warming, you might think that Ethical Investing is new to the world of investments.  Not so… Ethical Investing is an investment approach which takes into account considerations other than solely the financial return potential of particular investments.  An ethical investment might include, for instance, a decision to avoid investing in certain sectors such as...

Life as we knew it in the 80s and 90s is now ancient history. Today, digital devices in Australia have made the way we communicate, socialise, work and behave just about unrecognisable.

The fact is Aussies are so screen-obsessed that we’re walking and texting, talking and browsing, eating and researching, reading and driving—all at the same time...

For many Australian families the arrow of intergenerational help is pointing in a new direction. Not so long ago, it was the norm for adult children to lend a financial helping hand to their ageing parents. These days, the support is more likely to flow downwards, and grandparents are increasingly likely to provide financial support to their children – and even grandchildren...

AUSTRALIANS spend 1.5 hours a day immersed in social media yet half the population has never taken five minutes to conduct a lost super search, new findings show.

Last year it was all about belt tightening, have to pay more for essential services and a budget emergency. This year it is encouraging small business to spend up big to kick start the economy and giving families more assistance with childcare...

If life is comfortable, let's be honest – change/risk won't be on the menu. For many of us, change is the equivalent of taking risks, which explains why so many dislike or fear change. Is stepping into the unknown and taking a risk desirable? It makes good financial sense to ask for specialist advice when it comes to money. Rest easy knowing that you’re not alone. Let us support you every step of the way.

The danger in times like these is that investors start thinking they'll last forever. If you've been late to the party or looking to turbocharge your returns, you might consider borrowing to buy shares by taking out a margin loan.