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New Year resolutions for small businesses

As New Year resolution time rolls around spare a thought for your business because every business can benefit from a few resolutions of its own. Here are a few ideas that any business can build some New Year resolutions around. Make sure you have an up-to-date business plan Many business plans sit gathering dust on a shelf or haven’t even been committed to paper. But a well-thought-out, written and effectively… Read More »New Year resolutions for small businesses

6 steps to a sustainable Christmas

Just as the Grinch stole Christmas, excess spending can rob us of all of the yuletide happiness. Seasonal credit card splurges can create ballooning long-term debt, while unnecessary consumption inevitably leads to a blow-out in rubbish bin waste. The Commonwealth Bank of Australia estimates $11 billion is spent on presents each year, including some 20 million unwanted gifts. At the same time, seasonal celebrations boost landfill rubbish by a massive… Read More »6 steps to a sustainable Christmas

Why financial advice may be your best investment

It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financial future. Financial advice is like getting a health check-up for your financial situation. Your financial adviser is like your personal trainer, assisting you in achieving your best possible financial health. Seeking professional financial advice provides you… Read More »Why financial advice may be your best investment

What would happen if you couldn’t work due to illness or injury?

If you were paid the average annual wage of $89,003[1], you could potentially earn over $10,751,000 over a 40-year working life[2]. You would use this money for daily living, for holidays, to accumulate assets like a house and car, and to save for your retirement. Being injured or taken ill, for only a short period, could severely affect or even cancel some of these plans. What would you do? Your… Read More »What would happen if you couldn’t work due to illness or injury?

Foundations of a wealthy lifestyle

A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years were aged 18 to 24.   These young Australians were found to be knowledge seekers, keen to take on life and begin their journey towards financial security.  If this describes you, congratulations! You get it, you really do. You’re Next Generation Investors who know that building financial independence starts early.  However, according… Read More »Foundations of a wealthy lifestyle

Do you know why life insurance is so important?

Everyone has heard about life insurance, but how does Total and Permanent Disablement or TPD fit into the picture? Being disabled and unable to work, can be MORE expensive than dying due to rehabilitation and costs to modify your home. Insurance transfers the cost of supporting your family and repaying debt to stabilise finances in the event of death or disability.  It takes decades to amass sufficient assets to protect your family, for… Read More »Do you know why life insurance is so important?

Working from home? How to boost your next tax return

With the range of technology and software available today, it’s become easier than ever to work from home. Employees can efficiently complete calls using teleconferencing software, many collaboration tools are now cloud-based, and work devices, including laptops and tablets, are light and portable. If you’ve been working from home, you’ve likely also set up a dedicated work area, and you’re using your own electricity and resources to power your workday.… Read More »Working from home? How to boost your next tax return

5 simple techniques to reduce your tax

His words might have been recorded over 200 years ago, but Benjamin Franklin’s famous uttering “in this world nothing can be said to be certain, except death and taxes” remains as true today as it was in 1789. The one thing that has constantly changed is tax law, and although death is impossible to avoid, with the many options available to us, taxation doesn’t need to inflict too much pain.… Read More »5 simple techniques to reduce your tax

The unique needs of small business owners

The main reason people go into business for themselves is quite simple – to have more control. For others, wealth creation is the main focus, although small business also brings with it the higher chance of failure and loss. Is the hard work and extra risk worth it? If you are a small business owner or have dreams of becoming one, consider the following and how it might apply to… Read More »The unique needs of small business owners

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