Blog

If you’re getting closer to retirement and you’re interested in consulting with a financial planner Sunshine Coast, it’s best to speak to more than one so you can compare the services they offer and narrow down your choice to the best one for you. Here are...

It's becoming increasingly popular for Baby Boomers to use their Self-Managed Super Fund (SMSF) to purchase investment property. However, when doing so many investors make errors. We’ve recorded the 6 most common errors individuals make when using super to purchase property. Debt and SMSF Self-Managed Superannuation...

Financial planners on the Sunshine Coast are urging everyone to take better care of their finances. A recent report revealed that one of the Queensland’s oldest financial institutions hit a major snag with duplicate transactions showing up in their customer’s accounts. Even though the bank was...

Buying your first home is undoubtedly a very exciting experience and an unforgettable milestone in life. With the freedom of home ownership comes the prospect of investing in your future while owning your own little piece of the world—this feeling is pretty amazing! No matter...

According to a 2013 financial literacy poll conducted by Mastercard, New Zealanders are the most money-savvy people in the Asia-Pacific region. The study included 12,000 respondents from 27 different countries. They were asked about their level of understanding on three different money topics: basic money...

Financial planning can be challenging and our financial planners on the Sunshine Coast understand how difficult it is for some people to reach their financial goals. So, our planners came up with a list of 10 things anyone can do, regardless of income, to help...

For the past few years, it is a rare occasion to open a financial publication without coming across the terms smart beta or exchange-traded funds. Considering the power of data-sorting software, greater access to financial information, and more and more small businesses becoming major players in...

Markets can be uncertain and unstable at the best of times, and in today's quickly changing financial sphere, understanding market volatility can be akin to getting a degree in Global Economics. In times like these, it is important to comprehend the natural rise and fall...

Millennials are thinking of retirement more in terms of reaching a particular financial goal than reaching a certain age, according to a recent report from Merrill Edge. According to Merrill Edge's report, 41% of people between the age of 18 and 34 are planning on retiring...