Establish your Board of Advice
The world of financial advice has never been busier and it is more important than ever before for Principals to take ‘time out’ of their business to focus on their…
Archives
Average super balance by age in Australia
Your super balance is one of the strongest signals of how your financial future is shaping up. It’s also one of the first things Australians compare. So it’s no surprise…
The economy: learn the basics in 5 minutes
Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. 1. What is the ASX? ASX…
The value of good financial advice
When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring…
Taking control of your finances post divorce
Marriage breakdown can be highly traumatic and brings a whole new set of issues when it happens later in life. As well as the emotional challenges, there are practical issues…
Capstone Financial Planning joins the PictureWealth Group
(Left to right): Allan Maitland (PictureWealth CEO), David Pettit (PictureWealth Founder), Grant O’Riley (Capstone Managing Director). PictureWealth, the Australian FinTech wealth advice company, today announced that Capstone Financial Planning, a…
Romance scams – signs an online relationship could be a scam
Romance scammers build emotional trust by seeming attentive and expressing intense feelings but money requests follow, often disguised as financial emergencies, travel costs or investment opportunities. Romance scams a top…
Developing a retirement savings plan
While saving for retirement can seem somewhat daunting, there are a few simple strategies to use when planning your best financial future. Here’s how to get started today, to enjoy…
EOFY super moves worth thinking about
End of Financial Year (EOFY) is a good time to show your super some love. EOFY often gets us thinking about money and your super deserves its moment too. You…
Dreaming of early retirement?
Many Australians today expect to be working well after they would like to retire, new research from Colonial First State shows¹. On average, Australians would like to retire at 62…
Your Client Value Proposition is the foundation of your business
Your Client Value Proposition (CVP) has both a direct and indirect impact on almost every aspect of your business. When it is clearly defined and genuinely aligned with client needs,…
How much cash should you hold vs invest? What’s the right mix?
There are always two ways for individuals to hold cash, emergency fund cash and investment cash. This needs to be clarified before discussing any investment mix. Emergency cash (not in…