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...
by Lacey | Dec 28, 2015 | Investing, Planning, Resources, Superannuation
When asked what books about finance I recommend, my response ten years ago was: The Richest Man in Babylon by George S. Clason Rich Dad, Poor Dad by Robert Kiyosaki They’re still my go-to books for self-education on finance and I haven’t seen anyone do better on those...
by Lacey | Sep 29, 2015 | FITR, Investing, Planning, Superannuation
By Lacey Filipich BEng(Hons) MAICD Cert Gov (NFP) When talking to people about their financial goals, a common question they seem to ask themselves (and me, and I assume their financial planner) is: How much money do I need to retire? It’s an interesting question, but...
by Lacey | Apr 20, 2015 | Borrowing and Debt, Investing, Property, Retirement, Superannuation
By Lacey Filipich BEng(Hons) MAICD When I saw Joe Hockey on the news in March suggesting that superannuation (super) may one day be available to help First Home Buyers get into the property market, my jaw dropped. Could it be possible that our country’s most senior...
by Lacey | Mar 9, 2015 | Opinion, Planning
By Lacey Filipich BEng(Hons) MAICD The 2015 Intergenerational Report (‘The Report’) was published on 5 March 2015. It’s a predictive exercise: based on today, where will we (Australia) be in 40 years? Assumptions abound and of course you can spend a lot of time on...