Rising inflation, rising rates, continued war, surging energy prices, talks of recession… the list goes on about what’s possible to worry about!

However, it’s times such as these, it’s important to focus on what is within your control and look through the short-term noise. While dramatic market losses can sting, it’s important to keep a long-term perspective and stay invested in order to participate in the recoveries that typically follow.

Don't make long term decisions on short term metrics.

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Our first podcast recommendation…

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Has the genie been let out of the bottle?

How will inflation be reigned in?

We discuss the developments over night (16th June 2022)

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Our Newcastle & Lake Macquarie financial planning advisers provide a market update, highlighting what is happening around the global, what we are doing for our clients, and how we can support you.

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In my 17 years advising people how to retire, they always stated that they hate that word retirement!

We explore the conations we have learned and the new word for retirement, as the word retire has been retired.

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Buckle up - rate rises ahead!

Quick market update, discussing interest rates, property prices, market volatility and what’s next.

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Is there a perfect time to retire?

We explore some factors you should consider.

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Never let a good crisis go to waste

Russia’s aggression over the past few weeks has sent shock-waves through financial markets, with equities potentially at risk of more downside over fear of further escalation and uncertainty.

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Opportunities await as superannuation contributions rules change on 1 July 2022.

The key changes relate to the eligibility requirements to make personal super contributions.

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While we tend to give lots of thought to planning for the financial aspects of retirement, we often overlook the psychological impact of retiring from work.

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5 Reasons why you shouldn't get a loan to buy a car.

We explore a response we provided a prospective client recently, who was looking for support.

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Do I need to hire a financial planner?

Your finances matter. You work hard to earn your money, and you need to keep it safe.

While you are perfectly capable of doing that on your own, having some professional advice can be beneficial too. This is especially true during uncertain or turbulent times.

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The Top 17 financial mistakes financial planners see Australians make.

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Learn from your mistakes or learn from the mistakes of others, the choice is yours.

Our Lake Macquarie Financial Planning Advisers dive into the top 17 financial mistakes they see that hold Australians back.

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We provide an update on the market

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A money mindset is an overriding attitude that you have about your finances. It drives how you make key financial decisions every day.

Do you understand your money mindset? Do you know your money story?

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65 questions to ask yourself before you retire…

Are you ready for retirement? Are you on track to retire? Can you retire on your terms?

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What a year 2021 was…

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The new year is a time when we often hear others speak about their new year’s resolutions, what is your new year’s resolution?

Lose weight? Give up smoking? Give up gambling? Give up the booze? Save money? Buy a house? Or even retire?

Why not try something a little different this year & get your finances sorted in 2022.

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According to a survey by CNBC, 99% of Americans don’t use a financial advisor for various common reasons such as lack of trust, transparency, or they’re under the impression that it may just cost them too much.

The survey reflects a sentiment that we see here in Australia.

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