Articles

How to lead a happier life

Tuesday, November 27, 2018
From our beaches and outdoor lifestyle to our democracy and cultural diversity, there a lot to feel happy about in Australia. However, living a happy life doesn’t always come easy. Concern ..Read More

Savings vs spending – get yours back on track

Monday, September 10, 2018
You may have read in the news this week that households are now spending more than they are earning. The household saving ratio which is the ratio of households' net saving to disposable income &mdash ..Read More

Building short, medium and long-term investment strategies

Wednesday, August 01, 2018
Investing isn’t just a way to support your eventual retirement. The right investment strategy can also help you gain more financial freedom right now. When we establish an investment st ..Read More

Investing for Income

Thursday, July 05, 2018
Whether you’re already retired, looking to retire soon or simply interested in generating passive income from your investments, it’s important to consider the full range of investment  ..Read More

Does my Will include my super?

Thursday, July 05, 2018
You might assume that your Will automatically covers your super, but you need to include special instructions on how your super will be distributed. Here are some of the most important questions t ..Read More

Take action before 30 June!

Monday, June 04, 2018
The end of financial year is just around the corner, so now might be a good time to ensure you are making the most of the tax and super concessions available to you. Give your super balance a w ..Read More

Building a flexible retirement income for PSS members

Monday, May 07, 2018
If you are lucky enough to be a member of the Public Sector Superannuation Scheme (PSS), you may be entitled to generous benefits when you retire or take a Voluntary Redundancy (VR). Generally you hav ..Read More

Downsize your property – upsize your retirement!

Thursday, April 05, 2018
When the kids move out or the yard gets too big to manage, your thoughts might turn to downsizing your family home for a townhouse or apartment. A lock up and leave lifestyle is also appealing to many ..Read More

Childcare subsidy the most important issue to working families

Wednesday, January 31, 2018
Kristine L’Estrange, Paraplanner at Milestone Financial The new childcare Subsidy which replaces the Child Care Benefit and Child Care Rebate on 1 July 2018, will be the most important i ..Read More

Charitable giving and your finances

Thursday, November 30, 2017
As Christmas approaches, many people’s minds turn to the needs of those who have to make do with less at this time of year. Whether charitable giving is already part of your monthly budget  ..Read More