(02) 6169 4102
Call now
-
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
No Comments
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
-
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
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
-
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
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
-
The Smart Way To Move In Together
- 03/06/2018
- Posted by: Nick Lucey
- Category: Advice, Banking, Budgeting, Financial Planning, money, Tips & Tricks
Are You Ready To Take The Next Step? Moving in with your partner can be an exciting stage in your relationship, but there are a few financial considerations to think about to help you both get the most of your money and avoid problems down the track. How Will You Split The Expenses? You’ll need
-
Where Does All My Money Go?
- 01/06/2018
- Posted by: Nick Lucey
- Category: Advice, Budgeting, Financial Planning, money, Saving, Tips & Tricks
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