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What does a bank know about spending?

What does a bank know about spending?

Every time we tap or swipe to make an electronic payment, or send a direct debit, there is someone who knows exactly what we have spent our money on. That someone is, of course, our bank. What they can tell us about our overall spending is fascinating.
Pension Payments are Going Up!

Pension Payments are Going Up!

Twice a year, Commonwealth benefits are automatically adjusted. In the current high inflation environment, this month’s adjustments are quite substantial.
What’s the Ideal Age to Retire?

What’s the Ideal Age to Retire?

What’s the ideal age to retire? We came across some intriguing research recently that shows that people’s ideal retirement age changes as they get closer to actually retiring. And, perhaps surprisingly, the closer we get to leaving work, the more we want to keep working!
Wanna Know a Super Secret for Retirement?

Wanna Know a Super Secret for Retirement?

You can generate super savings in two ways: contributions and investment earnings. While you work, investment earnings are really important. Once you retire, earnings become even more important.
Wanna Know a Super Secret?

Wanna Know a Super Secret?

Working Australians contribute money into super each year. It may be tempting to think that these contributions make up the bulk of your retirement savings. But, for most people, that’s not how it works. There’s a super secret and we want to let you in on it.
Retire Well with an Income Stream

Retire Well with an Income Stream

You know that the worst of Covid is behind us when the rules for your super start to bounce back to normal. On July 1 this year, we saw yet another temporary Covid measure come to an end. Minimum income stream payments are back to where they were in 2019.
The Women’s World Cup and Good Money Management

The Women’s World Cup and Good Money Management

The Women’s World Cup is on and the Matildas are playing magnificently! They have already made the final eight, and this weekend they have the chance to push through to the semi-finals. Here’s just a few ‘money management tips’ from the Matildas.
How Many Types of Money are There?

How Many Types of Money are There?

Did you know that there is more than one type of money? In countries like Australia and the US, which use fiat currencies and central banks, there are really four types of money. Read on to find out more.
All about Paid Parental Leave

All about Paid Parental Leave

As financial planners, much of our time is spent happily helping people plan for retirement. But one of the things we really love doing is helping people plan for other important and special times of their lives. Becoming a parent is one such time.

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

Need independent financial advice?

Contact Jane Clark to schedule an appointment.

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