Investment Advice

Whether it’s travelling, community involvement or caring for family, we all deserve to live the retirement lifestyle we want.

Have you thought of the following:

    -  Will I have enough super?

    -  Will I be eligible for the Age Pension?

    -  Will I work less, stop working or do something different?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

If a new hobby or interest comes with a sizable price tag, an ongoing financial commitment or takes time away from paid work, you’ll need to think about what you can do to make it a reality.

Have you thought of the following:

    -  What is my passion and what will it cost me?

    -  Do I have a budget and savings plan in place?

    -  Am I taking steps to minimise other debts?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

If something happens, like getting sick or injured, the last thing you want to worry about is your finances.

Have you thought of the following:

    -  How can I prepare financially for a possible
       change in income?

    -  How can I stay on top of my expenses?

    -  Do I have savings or an emergency fund?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Whether you’re planning to be a first-time landlord or have been in the market for a while, thorough planning is important to making the right decision.

Have you thought of the following:

    -  How much can I borrow?

    -  What are the costs and risks?

    -  Could alternative approaches to investing in
       property be suitable for me?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Giving the children in your life a good start can often come down to participation in sports, music lessons or other extra-curricular activities.

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Whether it's good debt, bad debt or both—how and when you make payments could make a difference in the total cost of your loans. That could mean more money in your pocket to invest in your goals.

Have you thought of the following:

    -  What debts do I have and what do they add up to?

    -  How much interest am I paying?

    -  Should I consolidate my debts?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

It could be a car, holiday, home, wedding or your child’s education—whatever you’re saving money for, organisation and a realistic timeframe could go a long way in helping you to achieve your goal.

Have you thought of the following:

    -  What am I saving for and how much do I need?

    -  Do I have a budget and savings plan in place?

    -  Are my debts under control?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

While you may already have shared financial commitments and joint bank accounts, setting yourselves up for the future requires some planning.

Have you thought of the following:

    -  Do we have a household budget and savings plan?

    -  What are our goals and financial needs?

    -  Is our financial paperwork in order?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Buying a home is exciting, even though it’s a big financial commitment. That’s why preparation and readiness could be  the difference between make or break.

Have you thought of the following:

    -  How much can I borrow?

    -  Am I across the upfront and ongoing costs?

    -  Are there any government entitlements I may be eligible for?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.

Simplifying and streamlining your financial life could help make it easier to keep track of and grow your money.

Have you thought of the following:

    -  Have I got direct debits set up so my bills are paid on time?

    -  Do I have a budget and savings plan in place?

    -  Would consolidating my debts make things easier?

Short list this goal and begin exploring and prioritising other goals that are important to you with our online goal setting tool.