Posts by Jacqueline Barton
Balancing Risk and Reward in Your Portfolio
Investment risk is tightly linked to return. Not taking on sufficient investment risk can expose investors to other risks. This article looks at achieving the right balance. It includes a case study to explain.
Read MoreWe helped our kids, now we’ve lost our money – avoid our mistake
This article uses a case study to highlight the risks of lending money to family without proper financial planning. It explores how a lack of formal agreements and professional advice led to significant financial loss and family conflict, and outlines steps that could have prevented these issues.
Read MoreInflation vs. your savings: The ultimate showdown!
This article helps readers understand the impact of inflation on savings and investments. It shows how cash and low-risk investments can be eroded by inflation, and focuses on the value of a diversified investment approach to safeguard against inflation’s effects.
Read MoreQuarterly Economic Update: July-September 2024
Wondering how the Australian economy fared last quarter? With steady GDP growth, inflation pressures, and changing household spending, our latest update covers the key trends you need to know. Discover what’s shaping the economy and what it means for you.
Read MoreWhen life changes, so should your financial goals
This article uses a case study to show how a health scare led a couple to reassess their financial priorities with the help of their financial adviser. It highlights the importance of balancing living for today with planning for a secure future through strategic adjustments.
Read MoreMore money, please
How to articulate your worth at work, ask for a pay rise and what to do if there’s ‘No Money for More Money’.
Read MoreEssential Financial Strategies for Today’s Freelancers
This article explores the rise of freelancing, highlighting the financial challenges faced by independent workers and providing practical strategies for maintaining financial stability.
Read MoreIs your money mindset holding you back?
In this article, we delve into the critical role your money mindset plays in determining your financial success. Whether you hold beliefs of abundance or scarcity, or lean towards a fixed or growth mindset, these attitudes shape your financial decisions and outcomes.
Read MoreHouse-sitting: Explore the world while saving for a home!
This lifestyle article discusses an alternative approach to saving for a house or travelling without accommodation costs by exploring the world of house-sitting.
Read MoreThe impact of student loans when buying a home
This article presents a case study on how HECS-HELP loans may impact a home loan application, and strategies people can take to minimise its impact/maximise their loan amount.
Read MoreIs FORO ruining your retirement?
FORO – the fear of running out – can prevent retirees from enjoying the fruits of their labour. This article uses a case study to illustrate how a well-structured financial plan can help overcome this fear, enabling a fulfilling and financially secure retirement.
Read MoreYour super: A scammer’s new target
This article uses a case study to issue a warning about a new scam targeting superannuation holders with offers of gift cards and electronics to extract personal financial details through cold calls and deceptive ‘comparison websites’.
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