MoneyLink Articles

Financial Health Check

Annual personal financial planning gives you a real opportunity to set realistic financial goals. Quite simply, if you set goals, you can establish a secure financial footing – and avoid spending more than you should.

overspent at Christmas

The festive spirit, spur of the moment entertainment, impulse buying in the post-Christmas sales … these all have the potential to wreak havoc on our spending habits, but don’t worry, there’s a cure for your debt hangover.

Financial Market 2018

Investors have enjoyed a very successful year in 2017 with diversified growth portfolios up 13.7 per cent. The period since 2010 has been positive as financial markets have recovered from the global financial crisis of 2008-09. Does this mean a slump is due in 2018?

Managing festive season finances

The figures are in: Aussies will spend $8.8 Billion on gifts this year, and more than half of what they spend will go on credit. Avoid a debt hangover with two important strategies  Here in New South Wales, we’re the biggest spenders of all, with figures showing we’ll splash out $2.9 billion. And then in…

Money Matters Monday 4th December 2017

Give a Gift of Real Value Christmas is almost here and buying presents for the children and grandchildren is a priority. Some youngsters already have all the expensive toys they could want. Their collections include multiple examples of similar shiny items, many of which will end up in landfill in a few years’ time. Consider…

retirement savings

When is the best time to retire? The new national asset test could mean the best thing to do is finish up working sooner, rather than later.

Money Matters Monday 20th November 2017

The biggest changes to the superannuation rules for many years came into force on 1st July. What have the effects been and what should investors be doing as a consequence?

Asia is Setting the Pace

Asia is the world’s growth driver and investors cannot afford to miss it. So said Platinum Asset Management’s founder and CEO Kerr Neilson at an Asia Development Congress in Shanghai recently.

retirement financial planning

What type of fund are you in? Growth, conservative, balanced, shares, cash? It’s important to know. Is it the best fund for you? Have you completed a risk profile? Are you a cautious person or a growth seeker? Once you know, you can select and switch to funds that suit your approach. The higher volatility…

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