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Sydney Financial Planning earns 'Most Trusted Adviser' status for the fourth year in a row!

The common thread shared among Walt Disney, Paris Hilton and Britney Spears goes well beyond entertainment.

Almost $20 billion spent on gifts each year, Australia is a generous nation.

There are four distinct Gift-Giver Personalities represented across generations, genders and geographies in Australia.

"Try not to become a man of success, but rather try to become a man of value". Of all Albert Einstein’s many quotes, this is one of his most profound.

I ask others what success looks like and of course the concept is different for everyone. Usually, it’s considered in the context of material measures…the biggest house, the newest car or the highest salary. What I also find is that acquiring these types of success usually gives a person satisfaction for a relatively short period.

Will you be a honeymooner, a go-getter or a relaxer?

The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards.

We’ve all had the feeling. You step off the plane from Bangkok still buzzing, images from your holiday flitting through your mind - the Parthenon, Big Ben, the Eiffel Tower. 

Below are the average super balances for different age groups in Australia so you can see how your super savings compare.

A healthy super balance can be a key ingredient in being able to live the life we want in retirement. But for many people, retirement is a long way off, and it can be hard to know if your super is on track. If you’ve been asking yourself – how much super should I have at my age? – read on to find out.

Now you can put more into super at the concessional rate of tax, starting from the 2019-20 financial year.

What is a budget? A budget is a plan that works out how you will manage your income and expenses.

Maintaining a budget is a powerful way to control your money.

After 28 years of advising clients in the Illawarra and now having more than 1,000 clients in the region, we are very proud to announce the opening of Illawarra Financial Planning’s new main office for the area.

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.

Well the 2016 Budget has been delivered, so what should we be doing regarding the changes to super?

There are a number of big changes regarding contributions to super, but in short the Government is making it harder to get larger amounts of money into super, thereby making it harder for retirees to take advantage of the tax free status of a Super Pension (known as an Allocated Pension).

“So little one, what do you want to be when you grow up?” It’s one of the first questions that many of us faced as youngsters, more often than not from a distant relative we couldn’t have recognised in a police line-up.

Still in the "sweet spot", but expect more volatility ahead - following are the key points:

• Despite the usual worry list, 2017 has been pretty good for investors as global growth and profits accelerated and central banks stayed benign as inflation stayed low.

If your spouse is a stay-at-home parent, freelancing, studying or out of work, adding to their super could benefit you both financially. 

If you set yourself money goals at the start of 2019, the upcoming new financial year is a great time to check if you’re on track.

The SFP founder Bill Bracey features in a TV series - Your Best Interests (www.yourbestinterests.com.au) is about financial advice and the difference it makes to the lives of everyday Australians...