Financial Planning and Control

Financial literacy in business for business growth

Is there nothing better than engaged employees? Well yes, there is! It is when you have financially engaged employees. Especially when you run a SME. Financially literate employees tend to be happier and more engaged at work, increasing their productivity as well as having a vested interest in the future. ...
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The Entrepreneur’s financial checklist

In my experience, the typical ‘financial advisor’ just doesn’t understand entrepreneurs or business owners. They’re used to the archetypal employee structure where there is a guaranteed income every fortnight and a predictable projection. In honour of all the entrepreneurs out there living out their dreams to own and operate successful, ...
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Financial Independence is not just for the rich

I’ve dreamt of winning the lottery, quitting my job and taking the family around the world first class. But the chances of that actually happening are statistically around 1 in 14 million. So how can you have a life of financial independence without being mega rich? The long and the ...
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The 5 worst retirement planning mistakes you are probably making

As a financial planner, I find it really encouraging seeing clients who are well ahead of the game when it comes to understanding their finances and income security. Retirement planning seems to be something that many people are considering earlier on in their lives. That said, I am surprised that ...
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Tradies and Builders- How to succeed in business (and life!)

Financial planning for tradies and builders is really important, and the truth is that it doesn’t just cover investments and retirement planning. As a tradesman or builder, you need to consider the framework for a successful business begins and ends with effective financial planning. And when things are going well ...
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Money can buy you happiness, you’re just spending it wrong

This is the view of Dr Michael Norton from Harvard Business School. Michael’s research indicates that money can indeed make you happy if you use it to buy experiences, time, or invest in others.  Buying experiences – when we buy experiences, we don’t just buy the duration of that experience. Michael’s ...
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