Financial Planning

Couple sitting on train platform seat wearing surgical masks
2021 Year in Review Two steps forward, one step back
For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. Read more
Man kicking soccer ball in goal
Kicking financial goals in 2022 It’s a chance to refresh and reflect on the year that was and hopefully set some goals for year ahead.

Last year more than most, many of us may felt that our personal and financial priorities had shifted depending on our experience of the pandemic.

So now that vaccination levels are rising, borders are reopening and we can all plan with a little more certainty, why not take this opportunity for a financial reset in 2022. Read more
Face up hands giving a red gift
The gift of giving this Christmas Christmas is a time when we come together to celebrate with our family and friends. And, for those who haven’t been able to see friends and family due to border closures, it will be an even more joyous occasion this year. Read more
stacks of gold coins
Investing in inflation Inflation appears to be firmly on the rise and while that is bad news for consumers it’s not necessarily bad news for investors. In fact, inflation may provide new opportunities.

In the September quarter, the consumer price index (CPI) rose 3 per cent year on year, a level previously not forecast to be reached until 2023. The underlying rate of inflation, which removes extreme price changes and is generally considered a more accurate reflection of what is happening on the ground, increased 2.1 per cent on an annual basis. Read more
Woman holding umbrella
Don’t take super cover for granted Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing. Read more