The myths of investing

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

To ensure that you are doing justice to your many years of hard work, it is crucial that you critically evaluate the conventional wisdom around managing your personal finances.

Planning For An Empty Nest

By |November 25th, 2015|Categories: Charter Magazine, Divorce and separation, Financial planning, Inheritance, Investing Insights, Major life events, Retirement planning|

When children move out of home, it can be like winning the lottery. You should put thought into how best to deal with this newfound cashflow.

Planning for aged care

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Major life events, Retirement planning, Self Managed Super Funds|

Aged care is expensive and, with so many Australians living longer, the demand for facilities will only become more competitive. Plan early and you can help ease the transition for you or your family.

Committing plans to paper

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Major life events, Retirement planning, Self Managed Super Funds|

All the best intentions in the world will not help you navigate treacherous financial waters if you don’t have a detailed plan, and one that’s written down.

The ingredients of a winning portfolio

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds|

The similarities between developing a successful portfolio of investments and creating a successful restaurant dish are, strangely enough, pretty striking.

Get your house in order

By |November 25th, 2015|Categories: Charter Magazine, Divorce and separation, Estate planning, Financial planning, Inheritance, Major life events, Retirement planning, Self Managed Super Funds|

It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there are pre-emptive steps you can take to avoid this.