Financial Planning for a Life Well-Lived Over my 27 year financial planning career, the most common question I’ve been asked is, “Jackie, how can I save more for my retirement?” Many of my clients believed they’d outlive their super and worked flat-out saving as much as they could for their […]
Discovering Your Financial Mindset: The Key to Unlocking Financial Success In the quest for financial stability and success, we often focus on tangible elements like earning more money, saving diligently, or investing wisely. But have you ever stopped to consider the role your financial mindset plays in achieving your financial […]
Supercharge your Super before the clock strikes EOFY! EOFY can have a tendency of creeping up on you… The calendar ticks over to 1 June, suddenly, your inbox is bombarded with EOFY sales, and you’re left thinking ‘Where has this year gone, it feels like Christmas was only yesterday!’. Then […]
Three Ways to Give Your Kids a Headstart When it comes to helping your children or grandchildren get a financial headstart in life there are so many options available however your generosity could create tax issues down the track. Here we explore this topic from a few different angles, depending […]
Why financial advice may be your best investment It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financial future. Financial advice is like getting a health […]
Protect yourself through superannuation The attractiveness of superannuation as an investment and savings vehicle is well known. Although the federal government places limits on the amount of tax-effective contributions we can make, the ability to structure insurance arrangements through super remains. How does insurance through super work? The types of […]