Financial Planning and Control
At what age should you start teaching your kids about money?
When you were a kid, did you have a piggy bank? How about a Dollarmite account or were part of another school savings program? These are the furtive seeds taken to educate our children about money. So what exactly do we teach our kids about money? And when should we ...
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So what exactly is financial planning?
The “if-I-had-a-dollar-every-time-I-was-asked” question. The dictionary response is: noun a person whose job is to manage the personal finances of clients. "he/she hired a financial planner to make sure he/she was doing everything required to retire comfortably and meet his/her family's financial needs" What I tell people is that whatever your ...
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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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