Market & Risks Update | What You Can Do in COVID-19

Posted by James Cavanough on 16-Jul-2020 16:25:20

As you know this year has been turned upside down by the COVID-19 pandemic. The global and local economy has been dealt a hammer blow with a force not seen before and we are unlikely to return to a pre-COVID environment anytime soon.

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Topics: Insider, budget, wealth management

Successful Finance Strategies for 30-40 Year Olds

Posted by Ian Walker on 08-Feb-2017 18:51:48

For most Australians, the greatest amount of financial pressure will take place from age 30 to 40. Getting married, higher education (or paying it off), mortgage repayments, career breaks and providing for children can make controlling the weekly cash flow difficult during this time.

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Topics: budget, household budget, saving in 2017

creating a successful budget for 2017

Posted by James Cavanough on 23-Nov-2016 14:30:01
In my experience as a financial planner, around 10% of Australians prepare and stick to a personal household budget. However, budgeting is the first step in establishing a good financial plan and achieving your financial goals.

I know it’s hard to do, especially when unforseen expenses occur like blown air-conditioners in summer, car registration, insurance and Christmas gifts crop up; but in the current climate of lower investment returns and a slowing domestic economy, we should all be reigning in our spending habits.

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Topics: budget, household budget, saving in 2017