by Lacey | Nov 23, 2019 | Planning
It’s that time of year! As if you needed any reminders. I don’t know about you, but my feed and every shopping experience is awash with Christmas theming already. Which means silly season gift buying is rearing its ugly head. I reckon the festive season could be...
by Fran | Jul 29, 2019 | Investing, Mindset, Planning, Property, Retirement, Superannuation
Do you need a Self-Managed Superannuation Fund (SMSF) …or do you just WANT one? SMSF’s are an absolute boom industry in Australia. There are around 600,000 of them operating and well over a million members involved in them. So, are they a good idea?...
by Fran | Jul 25, 2019 | Investing, Mindset, Planning, Reflection, Retirement, Saving, Superannuation
Oh yay I’ve got my Superannuation Annual Statement! Fran’s put together 5 Simple Steps to help you Understand and Review your Superannuation Statement: Firstly, pat yourself on the back. You’ve kept your contact details up to date and your fund knew where to...
by Lacey | Dec 3, 2018 | Opinion, Planning, Reflection
We’re thrilled to share the TEDxUWA talk Lacey delivered on 13 October 2018 to over 400 people at UWA’s Octagon Theatre: Prefer to read? Here’s the transcript: A decade ago, I was the definition of time-poor. I was on the fast track to a VP role in a...
by Lacey | May 11, 2018 | FITR, Planning, Saving
How to save money is a popular question, and it’s sad that most answers leave people rolling their eyes and changing nothing. The problem with most saving strategies is they’re hard work. You have to think a lot. You have to change habits. Far better to have a...
by Lacey | Jun 29, 2016 | FITR, Investing, Planning, Retirement, Superannuation
I recently had an interesting (and somewhat frustrating) discussion with a financial planner about making extra superannuation contributions. In general, she thought it was a good idea. In general, I was against it. We both agreed that specific situations warranted...
