Author Archives: admin

Why mentoring matters

Finding a person or organisation to help you navigate the world of business can be incredibly beneficial for your long term success – which is why more and more business mentoring programs are springing up. And it’s not just small business owners who benefit, it’s also the mentors. Mentoring – how it impacts small business…

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Why social media can make you a better investor

New research shows that 70% of affluent US investors have made an investment decision based on information they have learned from social media; 34% use social media specifically to help inform their personal finance and investment decisions. Even for High Net Worth individuals with more than $1m in investable assets, 25% seek investment advice from…

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How not to blow an inheritance

Royals Prince William and Princess Kate arrive in Sydney with their new son this week. According to a report by WealthX, young Prince George stands to inherit around a billion dollars. So it’s safe to say, financially, he’s looking forward to a pretty rosy future. But dealing with an inheritance even if it’s not as…

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How financially fit are you?

What’s your idea of being fit? For some people it means never missing their early morning walk. Others might swim laps, go for a run, head to the gym or practice yoga. Fitness is very personal. You don’t need to be able to lift heavy weights or run a marathon to be fit. It’s about…

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Small business women need to put themselves first financially

The number of women choosing to start their own business has grown rapidly in recent years. Women are doing it for themselves According to University of Sydney Researcher Meraiah Foley*, in the 10 years to 2012, the proportion of women running their own small-to-medium sized businesses grew by 12.6 per cent, compared to a 3.8…

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How to marry for money

The word ‘fiancé’ and the word ‘finance’ are very similar. Apart from an additional letter, they’re basically identical words, and rightly so, because before you walk down the aisle with someone it’s a very good idea that you are on the same page financially. Richer and poorer Why? Well arguing about money is the top…

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Giving back in business

Financial Adviser Brad Church, is currently trialling a new way to give back while running his business. He’s hoping to raise $20,000 for 100 families in poverty and at the same time grow his bottom line – a win/win. Philanthropy at work Brad who works for Goodman Private Wealth Advisers, wanted to develop an altruistic business…

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Super savings for life’s luxuries as well as essentials

Article from insights.bt.com.au Rice Warner analysis shows that the retirement savings gap for women of working age is currently at a staggering $383 billion. What this means is, that if you still want to shop til’ you drop after retirement, then it’s good to start maximising your super contributions now rather than later – even…

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Financial advice you wish you’d known younger

Hindsight is 20/20, and this is no more evident than in our money regrets and the ways we wish we’d planned differently when young. Receiving investment advice from your future self isn’t yet a possibility (fingers crossed for the invention of that magic, Back To The Future moment any day now), but it is possible…

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Transition Planning

Article from insights.bt.com.au Leaving full-time work is an intensely personal journey. One that’s challenging, exciting, sometimes uncertain and so much more than a financial decision. It presents a unique opportunity to create a new life that’s both rich and rewarding and as one of the biggest life changes we ever make, requires careful thought and planning. We…

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