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Archive for category: Planning for the Future

May 6, 2014

Where is your super?

Lady holding money and using calculatorNow where did I leave my superannuation funds?

They are normally right here with my keys and purse!  How could I have misplaced them?!

“Where is your Super?” is more of a rhetorical question that not only encompasses what super funds hold your money but also what is your money invested in and how is it performing taking into account all the relevant fees.

Believe it or not it’s easier than you think to lose track of some of the superannuation funds that belong to you. Read more

April 2, 2014

Future Proof Your Money

Big red tickCongratulations! You have moved beyond just talk and taken real financial action.

You’ve done the hard yards – assessed your financial situation, defined your goals, developed a strategy, created a plan and put that plan into action.

Now that the job is done, you deserve a pat on the back, a night out on the town or a day at the beach. But don’t get too comfortable! Read more

January 14, 2014

Give a ‘Miracle’ Next Christmas

Give a Miracle LightbulbChristmas has come and gone and the presents purchased for younger children and grandchildren are likely to have been played with and put on the shelf with the rest of the toys and games.

Perhaps this year's Christmas or birthday present could be a parcel of shares instead of a toy or game? Shares can be 'put on the shelf' too but unlike old toys, over time this gift, carefully selected, instead of gathering dust, with the help of the 'miracle of compounding' should grow. Depending when you start and how much extra you and others (perhaps other grandparents, aunts, uncles could be interested) put in, who knows what the child receiving it could do with the proceeds. Read more

November 3, 2013

It’s Time to Get SMART

Goal SettingThe acronym SMART stands for specific, measurable, attainable, realistic and timely.

The concept of SMART goals was first written about in 1981 in the context of writing goals for the management of businesses. The approach can of course be used for individuals and other groups. The approach also helps you identify the necessary steps to reach your goals. Read more

November 3, 2013

Planning Your Financial Independence

FreedomWe’re all so busy running our businesses and making them grow that we can often forget that we might want different lifestyle choices in the future.

Planning for your future is often called Read more

June 12, 2013

Why Think About Retirement?

Whether you are young or more mature, now is always a good time to start thinking about putting money aside for your retirement.

It is a sad fact that today's pension and welfare systems may not be enough to provide for you comfortably in retirement by the time that you reach that age.

Read more