Your Health and your Wealth
“Get Rich or Die Tryin!” So says rapper 50 Cent. Well, turns out he could have lost the tryin part. …
Read More >>How will Coronavirus affect my superannuation?
From Shane Oliver, Chief Economist, AMP. Is coronavirus driving a recession, depression or an economic hit like no other?…
Read More >>Financial Planner, Is it worth it to see one?
Recently I employed a painter. I could have done it myself. On the face of it, it would be cheaper…but…
Read More >>Super fund fees Australia explained by Mike Beal financial planner
Confused by the super fund fees structure in Australia? You’re not alone! Here’s a superannuation fee structure summary to help…
Read More >>How much money do I need to retire on the Sunshine Coast?
How much money do I need to retire on the Sunshine Coast? Ahhh yes, good question! This is one of…
Read More >>Should I wind up my Self Managed Super Fund?
Recently I met a couple in Buderim on the Sunshine Coast. They had a Self Managed Super Fund (SMSF) but…
Read More >>The 9 most important lessons about investing
I’ve worked in financial markets for over 25 years. Even before this I had a keen interest in financial markets.…
Read More >>How to invest wisely – inheritance, bonus’, lottery wins
How do I invest inheritance? How do I invest my bonus? How do I invest lottery winnings? The following information…
Read More >>Royal Commission Recommendations Summary
Mortgage Brokers Commissioner Hayne recommended the borrower, not the lender, should pay the mortgage broker. Hayne proposed that commissions be…
Read More >>The Barefoot Investor Book Review
The Barefoot Investor Book Review (barefootinvestor.com) The author has a cult-like following so I thought I better have a read.…
Read More >>How to choose a Financial Planner
Find a local Financial Planner Find a local Financial Planner using the industry’s professional association, The Financial Planning Association, https://fpa.com.au/. Members of…
Read More >>How much does it cost to see a Financial Advisor on the Sunshine Coast?
First Meeting Generally, advisers won’t charge you anything for the first appointment. This is a good opportunity to see…
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