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9. Get Quality Ongoing Advice

The Secret To ‘Living The Dream’...  We all, to a greater or lesser extent, have an idea of our dream lifestyle. So how, as a nation, are we faring? To find out, the Financial Planning Association of Australia (FPA) commissioned a survey of more than 2,600 people from around the country. The resulting Live the…
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8. Protect Yourself and Your Family – 2

An Often Forgotten Aspect Of Insurance. When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without adequate insurance is like building a house on flimsy foundations. Comprehensive insurance cover can be a significant expense; however…
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8. Protect Yourself and Your Family – 1

A Personal Risk Management Plan – Do You Have One? Risk Management Plans don’t only apply to businesses – every person and family should also have a plan to help them cope in the event of an unexpected crisis. No doubt you have insured your car as the risks of damage are obvious to you…
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7. Build a Professionally Managed Share Portfolio 3

The Key to Smart Investing. You’ve probably heard of dollar cost averaging as a way to grow your investment portfolio. It’s not the “be all to end all” for investing, but it can certainly help you make the most of investment markets and economic conditions over the long term. Dollar cost averaging is quite simply…
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