In The Media

The 8 money mistakes that even millionaires make

It might be easy to think that wealthy people were born with a silver spoon in their mouths – but it’s often a long, hard slog for many to get to where they are now. Even though everything worked out for the better, plenty of them made money mistakes along the way – and survived…
Read More

The ACAT Assessment – Your Passport To Financial Support

WHAT is an ACAT (aged care assessment team) assessment; WHY is it important and WHO needs it? Understanding the ACAT assessment One way of understanding ACAT is to compare it to the analogy of having a passport to travel overseas. If you don’t have a passport, you must get one OR you will miss out…
Read More

Tips For Completing The Centrelink Income And Assessment Form When You Enter Aged Care

The Centrelink SA457 Income and Asset Assessment form is required to be completed by individuals and submitted to the Department of Human Services for those who are entering permanent residential aged care. This form is used to determine if you are liable to pay the advertised room cost (Refundable Accommodation Deposit RAD or Daily Accommodation…
Read More

4 Finance Secrets Rich People Don’t Want You to Know

At times, rich people seem to inhabit another world, one apart from the financial concerns of the hard-working middle class. Many speculate that there’s a secret to joining the ranks of the elite, often involving an inheritance from a wealthy relative or a multibillion-dollar idea. But the truth is, it usually comes down to drive…
Read More

Donald Trump and Alexandria Ocasio-Cortez Seduced by Medusa

President Donald Trump and newly elected New York Congresswomen Alexandria Ocasio-Cortez have exactly the same monetary policies. What I hear you say, Trump is a Republican and AOC is a socialist, according to her own description. It was Franklin Templeton’s Michael Hasenstab, who said that despite the polarisation of American politics, one thing that brings the…
Read More

Aussie retail investors predict flat markets for 2019

Australian retail investors expect local stocks will close 2019 at virtually the same level as current prices which means these expectations are well below the levels from the end of 2017, where investors expected capital gains of +4.8 per cent for calendar year 2018, according to an Investment Trends’ report. The “December 2018 Investor Intentions…
Read More

Returning to work after the holidays — how a growth mindset can ease the pain

Spare a thought for those returning to work to face a pile of to-do tasks after a long summer break. Although it seems like summertime blues are to blame, feeling frustrated or stuck in a job you don’t like is hardly limited to this time of the year. Career coach Jarrod Siegertsz says he spends…
Read More

Regular client reviews could restore trust in advisers

Regular reviews with financial advisers could build trust and make consumers much more likely to refer their adviser to family and friends, according to the 2018 MetLife Adviser-Client Relationship Report. The report found that over 86 per cent of people want to be contacted by their financial adviser every year, but only 56 per cent of…
Read More

Australia’s pension/super system drops on index

Australia’s superannuation and pension system have dropped to fourth place on the Melbourne Mercer Global Pension Index in what appears to be a reflection of the strengthening of European systems and the impact of the gig economy. The index, released today, has seen the Netherlands take top spot followed by Denmark, while Finland has bumped…
Read More