Planning
Keeping up with the times: A beginner’s guide to fintech

Keeping up with the times: A beginner’s guide to fintech

From bitcoins to blockchains, unicorns to gazelles – we unravel the mysteries of fintech.

22 May 2018 Read More
Planning
Financial Friction: having different spending habits needn’t end in divorce

Financial Friction: having different spending habits needn’t end in divorce

With money issues being cited by 22 percent of couples as a motivator for divorce, it makes sense to set some ground rules around your financial habits before they become issues for you and your marriage.

22 May 2018 Read More
Borrowing
And Baby Makes Three: are you really ready to start a family?

And Baby Makes Three: are you really ready to start a family?

New parents are often aware of the sleepless nights and constant care that comes with having a new baby. However, what can take them by surprise is the costs that come with their bundle of joy.

22 May 2018 Read More
Planning
Real Estate 101: an idiots guide to property

Real Estate 101: an idiots guide to property

Whether you’re a first-time investor or a property mogul, there are a few things you should consider before dipping your toe into real estate.

22 May 2018 Read More
Protecting
Climbing the property ladder to success

Climbing the property ladder to success

When you’re a first-time investor, you want your initial purchase to be a shrewd move. Follow these tips to make smarter property decisions for your future. Cec Busby reports.

22 May 2018 Read More
Protecting
A plain-English guide to mortgage-speak

A plain-English guide to mortgage-speak

Bamboozled by the jargon in your home loan contract? Fear not. We’ve got you sorted with an A-Z of mortgage-speak.

22 May 2018 Read More
Planning
So, you’re buying your dream home… now what?

So, you’re buying your dream home… now what?

Budgeting, home loans, fixtures and furnishing, auctions and inspections… There is so much to consider when you’re in the market for a new home that it can be easy to lose sight of the big picture.

22 May 2018 Read More
Protecting
ARE YOU GETTING THE RIGHT ADVICE?

ARE YOU GETTING THE RIGHT ADVICE?

Dianne Charman, Senior Financial Adviser and Managing Director of Jade Financial Group, takes you through the steps that ensure you get your plan right.

In sales, they call it “buyers re-morse”. You’ve got a strategy but there are lingering doubts. Working with my clients over the years, the one thing I find that overwhelms people is when they are faced with a plan and have to assess if it is right.

But the reason you started this journey was to get organised for your family and achieve your financial targets, so the quickest way to know if you have the right strategy boils down to one question: does it achieve my goals?

The benefits along the way can often make it seem that the focus is on, for example, reducing tax – but how does that help you achieve your goals? The insurance seems expensive and although you know you need it – how does it help you achieve your goals?

You can answer these questions by working on each element with your adviser.

27 Apr 2018 Read More
Planning
5 Questions you should ask a financial adviser

5 Questions you should ask a financial adviser

Once you are ready to meet potential advisers, here are some questions you should ask to help you find the best person to fit your needs.

ByCharles Badenach.

27 Apr 2018 Read More