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Achieving your Lifestyle and Financial Goals

Financial Articles, Blogs, News & Resources

Education, motivation and time; three key ingredients that will help people overcome barriers to achieving their lifestyle & financial goals.

Our financial Knowledge Centre is designed to provide some valuable content in a casual & quick, easy-to-view format. Here you will gain tips, inspiration, help, conversation starters, links & ideas for money, family & lifestyle.

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Is Your Business Forecast to Fail

Is your Business Forecast to Fail and you just don’t know it yet?

Understand the importance a Business Forecast makes when planning one month or one year into the future
Investing in Property

Buying Your First Investment Property

Investing in property is an enticing avenue for building wealth & securing future financial goals
Why your will needs a Testamentary Trust

Why your Will needs a Testamentary Trust, this Expert Lawyer Explains

The importance of considering a Testamentary Trust as part of your will.
Tax Cuts

Stage 3 Personal Income Tax Cuts Update

Will there be more money in your pocket with the redesigned Stage 3 Tax Cuts proposal?
Choosing the Right Business Structure

Choosing the Right Business Structure

Sole Trader, Partnership, Company, or Trust – What’s the best business structure for you?
Financial Adviser Moves

6 Game-Changing Moves Financial Advisers Do

Lets see how financial advisers tackle all sorts of money puzzles better than any other financial professional.
Fixed Rate Home Loan Cliff

Is your home loan about to fall off the fixed rate cliff?

When your fixed rate ends, are you facing a massive monthly repayment increase?
Your refinance key to escape the Mortgage Prison

Your refinance key to escaping the Mortgage Prison

How many Australians are struggling to refinances due to the Mortgage Prison
Are we retiring way too rich?

Are we retiring way too rich?

Can we consider a more balanced scenario, evening out our quality of life across our lifespan?
Simon Ward and Family

Cancer, Coverage & Courage

A personal story about how income protection and insurance eased my fight with cancer
Small business owner

Your EOFY Toolkit – Tax Return Checklist and Strategies

Video Analysis, Infographics and Summary to help you understand the May 2023 Federal Budget
Retire Like a Rock Star

The easy steps towards retiring like a Rock Star!

Live comfortably in your own home well past your life expectancy
Federal Budget Update May 2023

Federal Budget Update May 2023 – Summary and Highlights

Video Analysis, Infographics and Summary to help you understand the May 2023 Federal Budget
Is it time to refinance my home loan

5 things you need to consider before refinancing your home loan

Is now a good time to refinance your home loan?. The truth is… it depends.
Life Goals

Turning ‘dream’ goals into ‘achieved’ goals

How people are turning their ‘dream’ goals into ‘achieved’ goals. Two simple words - Goal-Mapping!
October 2022 Federal Budget Update

Federal Budget Update October 2022 – Insights & Information

Here's some Insights and Information on the new Federal Budget to help you understand your options
Cashing In on the Circular Economy

‘Cashing In’ on the Circular Economy

Why more & more people are embracing the second hand market to battle the cost of living
Cash Flow Forecasting

Why Every Business Needs a Cash Flow Plan

Even successful businesses can benefit from a Cash Flow Plan & Forecasting. Learn why.
Why I have a Business Coach

Why I have a business coach

Finspective invested in a coach to fine-tune our business and help us be better coaches to our clients.

You have 1 day to make easy money

With the cost of living increasing, here are some simple things you can do in 1 day to start saving.
Retired with Super

Stop your Super going to the Taxman

Retired with super? It’s probably going to the taxman instead of your kids
EOFY Tax and Federal Budget Information

EOFY Tax and Federal Budget Information – 2022

Federal Budget & EOFY documents to help you understand your options
Top 5 Small Business Apps

My Top 5 Small Business Apps

5 Apps that will help break through Small Business Barriers
Stop chasing your tail

Time to change your goal focus: Financial to Lifestyle

Why we might be focusing on the wrong goals
Managing Cash Flow

Managing Cash Flow

Cash is King - And a healthy cash flow is a healthy business.
Is there a better home loan option

Fixed vs Variable

Why you shouldn't accept fixed or variable as the only option
Tips before you buy your first home

Before You Buy

Preparing to become a new home-owner: A beginner’s guide
How to retire debt free

The Great Retirement Debt Fallacy

A simple strategy in your vintage years debt-free
3 Reasons to get Income Protection

3 Reasons to get Income Protection before October 2021

What you need to know
Sick Leave for Life

Income Protection: Sick Leave for Life

How to get paid for life if you're injured or sick.
Making a financial decision

50 Shades of Tax

Making a financial decision? Get to know the grey areas before you invest
Owners Remorse

Property Ownership Remorse

How I avoided the big mistake that most people make
EOFY Tax Mistakes to Avoid

EOFY Tax Mistakes to Avoid

The 4 things to avoid come tax time
Becoming a super couple

‘Super’cali-fragilistic-expialidocious

Becoming a super-powered couple is no longer a fantasy
Xmas Money Guide - Best Christmas Ever

Xmas Money Guide – Best Christmas Ever!!!

6 Christmas money tips and ideas to kickstart your 2022!

Saving money on insurance through COVID-19

Four ways to reduce your premiums

Lending Strategies through COVID-19

Why you should take action now

Accessing your equity through COVID-19

Five reasons to get your loan now

Coronavirus (COVID-19) Money Solutions

The best time you will spend all year

Beginning the endgame

A tale of starting a business