We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips for enjoying the best in life without blowing the budget. Keep track of the little things Everybody’s idea of living well is going to be […]
Transferring money to children can be one of the most valuable financial steps parents can take. Most of us would have heard the old saying – probably from our parents – that “money doesn’t grow on trees”. In other words, rather than being freely available, money generally needs to be earned. It’s still a powerful […]
If your health ever takes a turn for the worse, you may need to make a claim on your life insurance. Here’s a summary of how the claims process works and how I can help you along the way. When would you make a claim? The reasons for making a claim vary depending on the […]
The probability of you developing a serious illness or getting involved in an accident so severe you’re unable to work, may seem highly unlikely… until something happens. It’s often small events that remind us we’re not completely in control of these possibilities, which is exactly what life insurance is for. Unfortunately, there are a lot […]
If you’ve got people in your life who you love and assets you’d like to be distributed in a certain way, you might be at a point where you’re thinking an estate plan would probably make good sense. What is an estate plan? An estate plan involves drawing up a will, but also much more. […]
Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how to buy. The low down on buying insurance There’s no two ways about it; insurance can be pretty dull. Reading through a product disclosure statement is unlikely […]
What’s the meaning of Christmas in your household? While it can sometimes feel like spending a small fortune on gifts and food is non-negotiable, it’s not the only option. And, if you have kids, the holidays are a great time to teach them about the value of money – while having a heap of fun […]
Raising a financially savvy generation is the responsibility of every parent. Here’s how you can teach your kids to be smart with their money and learn the true meaning of financial responsibility. The first thing to remember is that teaching your kids about money is a long-term game. There are no crash courses or shortcuts […]
If you’ve recently split from your partner or are simply wondering what might happen if you do, you’ll need to keep your financial wits about you. A division of assets and debts, whether they’re held separately or together, may be on the cards. Here are some of the things to be aware of when it […]
By the time you’re in your 40s you’ll potentially be earning more money than you may have previously – but you may also have unexpected or unwelcome expenses, like divorce. At this age you might also put retirement planning on the backburner in favour of more pressing financial commitments, such as your home loan and […]