Financial Planning

From time to time, share markets will inevitably experience bouts of volatility due to a variety of reasons. Before you make any rash moves, consider our top ten key reminders. 1. Volatility is a normal part of long-term investing By having a mind-set that accepts volatility, you can prepare yourselves to remain focused on your […]

Today, with Australians living longer and healthier lives, the concept of retirement is very different to what it was only one generation ago. Not only that, but for each retiree, retirement is different. When planning your retirement, there are typically four areas that need to be considered. 1. Define your retirement vision Everyone has a […]

Many people don’t realise the greatest impact on their investment returns could in fact be their own behaviour. Here are four common behavioural traps you should be aware of: 1. Making decisions during market volatility When you see markets up one day and down the next, it’s easy to be nervous about investing, and this […]

The key performance indicators (KPIs) for one company will invariably be different from the KPIs of another firm.  What both hypothetical companies share however, is the challenge of selecting which KPIs are best suited for measuring the goals and progress of their particular business model. Indeed, entrepreneurs have a vast array of reports and data […]

How to obtain financing is a common concern for new businesses and those preparing to scale. Getting approved for a business loan or line of credit is more difficult than qualifying for a personal loan. It’s crucial that small business owners are adequately prepared to meet with a lender to present their business in the […]

If your business hasn’t made it a habit to support a good cause, here’s why you should: giving back does more than make a difference in your community. Participating in charitable activities can have a positive impact on your staff, your customers and your bottom line. Customers want to support companies that demonstrate a commitment […]