Category Archive for "Goal Setting"

FinFit

For the love of Finance

After a combined 35 years’ experience in the Financial Services industry we decided to start our own Financial Planning business three years ago. Not only did we decide to start our own business we also decided to move our family…

Getting Physically and Financially Fit!

Phil and I have recently embarked on a journey to increase our physical fitness. We are financially fit but need some (ok maybe ALLOT) work on our physical fitness. When you break it down the fundamentals are exactly the same…

Seven Strategies for the End of Financial Year

Wow! Can you believe it is that time already!! This time next week it will be the last day of the 2015/2016 Financial Year!! To think in the last 12 months so much has happened! The All Ords opened on…

Secrets to Success

What is success? I thought about this recently when I was having a chat to my fifteen year old son about what gets him out of bed every morning. Apart from walking into the obvious answer, as you would get…

Seven New Year Financial Resolutions! Make 2016 your best year yet!

Happy New Year!!!!! We hope you had a very Merry Christmas and Happy New year!! The beginning of a new year is a great time to take stock and think about how you can improve your life. Many of us…

Budgeting basics – writing a budget AND sticking to it!!!

Are you in control of your money? Do you have a monthly budget? Do you pay yourself first? Do you know what your monthly savings capacity is? Will that amount make sure you reach your financial goals? Budgeting basics –…

7 Signs you need to see a Financial Planner

Most people know if they are having financial difficulties. If the bills keep coming in and they aren’t getting paid by their due date, that’s a sure sign that something just isn’t right. If you’ve had medical expenses or emergencies…

5 Financial lessons you need to teach your kids!

Everyone knows the saying ‘you can’t teach an old dog new tricks’. Well, you can easily teach a young pup and equipping your kids with the knowledge on how to manage their money from a young age sets them up…

The Eighth Wonder of the World

The 7 natural wonders of the world include the Aurora Borealis, the Harbor of Rio de Janeiro, Grand Canyon, Great Barrier Reef, Mount Everest, Paricutin and Victoria Falls. Albert Einstein was on to the power of compound interest. He called…

Tips on how to get great financial advice!

Getting the right advice can make a really big difference to you and your family. Finding the right Financial Adviser who is right for you, can greatly improve your wealth, help you invest wisely and ensure you reach all your…