L A T E S T B L O G P O S T S
Building trust within farming families
Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work. To...
Early super access: What to consider
Due to COVID-19, people are finding themselves in financial difficulty and are needing access to their super earlier than planned. To make the choice that best serves your needs, it is important to know all your options. Potential consequences include locking...
Making farm succession work
Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work....
Guide to successful investing in volatile markets
A successful investment strategy can hold the key to unlocking the financial freedom you’re dreaming of – but unsuccessful investments may set you back considerably on that journey. So how do you invest successfully? Considering the uncertain and unpredictable events...
Same same or different?
Another year is almost over, so are you on track to make 2020 a better year than 2019? Many people use the New Year as an opportunity to take stock, to see what’s worked well in the past 12 months and what hasn’t. This is a great habit to get into, as long as you act...
Why investors shouldn’t rely on cash deposits
Cash shouldn’t be king in your investment portfolio – and here’s why. Not many would have predicted one year ago that the Australian cash rates and bond yields would now be trading at 1% or less. We are experiencing record low cash rates of just 0.75% after the...
How much is enough?
When it comes to your wealth in retirement, how much is enough? Use this simple equation to plan your retirement income. Are you wondering what kind of income you’ll need when you retire? Trying to work out what your expenses will be? The answer is actually pretty...
7 reasons you should read your super statement
When was the last time you opened that superannuation statement and actually read it? If you’re like most people, you probably don’t take much notice of the detail in that envelope because you can’t touch that money until you retire anyway, right? Wrong! Taking a...
9 things to do before you die
We may not like to think about it but when it comes to death, it pays to plan ahead. The emotional impact your death can have on your family and friends is tough enough without the addition of financial stress due to ill-planning or no planning at all. Here are 9...
Time to apply investment lessons
Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply those lessons to your future investment strategies and circumstances. Lesson 1: Keep your cool ...