Recently Steve was featured with a panel of experts with their opinion of the proposed super changes (which have since been modified!). Here it is: money-mag-2016-guide-our-experts
‘Never Retire’
I have just finished reading a book called The Happiness Equation, by Neil Pasricha: One of the chapters that struck me for our clients is the idea of ‘never retire’ (for those of you that want to pick this up at the library, as I did – its Chapter 4: The Dream We All Have Is Completely Wrong). I have … Read More
Thanks Sue for the Card and Chocolates!
Thanks to client Sue for the card and chocolates today (we love chocolate!). We were able to get her home loan paid off – this has relieved a lot of stress for her. She had been concerned that she might lose her home otherwise. So thanks Sue!
Ethical Investing Article We’re Steve is Quoted – June 16 Money Magazine
Ethical Investing
Mobile Phone Bill
Recently we almost halved our mobile phone bill. You could too! Choice magazine have released a report saying that Telstra’s bout of outages meant that they could no longer justify their premium pricing. They even were arguing you should go to them and ask to be able to break your contract without penalties on that basis. It was advocating people … Read More
Frequent Flyers
Frequent flyer points. Do you have them or use them? For some people, they are pretty important. There is a whole sub-culture out there, devoted to getting and using points. Is it Worth It? The first thing you should examine is, is it worth trying to get lots of frequent flyer points. After all, we are also now in a … Read More
What Are Independent Financial Planners?
What is an independent financial planner? Wealth On Track has its own licence, and so is not aligned with any bank or product manufacturer. Also we are a fee of service business. Many clients come to us for that reason. In Australia the legislation has put quite strict definitions around who can use the term ‘independent’. This is covered in … Read More