We receive a variety of inquiries from people who have identified that they might need a paraplanner within their business, but are not necessarily sure what they’re looking for or how they would work. If you’ve never worked with a paraplanner before, then this is likely a leap of faith into unknown territory and it’s […]
An ineffective or non-existent cash flow system is one of the leading causes of debt in business. For this reason, I’ve developed 6 ways to improve your cash flow management in your company, which can be implemented no matter how small or large your business is. 1. What’s your “break-even” point? Make sure you understand […]
Following on from last week’s discussion on when it’s time to speak to a financial adviser, I’ll go through the different types of advice you can receive and how to choose the best expert for you. Depending on your situation, you will be looking at one of three forms of advice: A one-off issue You […]
Professional financial advice needs to be a serious consideration when looking at buying a house, setting long-term financial goals, and considering investment options. Before you make the call, be sure to do your research and know what you’re dealing with. Think, what’s in it for them? Some financial advisers receive a commission based on recommending […]
You’re a Financial Adviser that does it all – stocks, bonds, tax laws, insurance etc. But what happens when you’ve got more work than you can manage and you’ve just been asked to explore an industry or area you don’t have experience in? That’s when you need to consider a partner paraplanning service. After all, […]
There will be many Australians who will not achieve their financial goals this financial year, and it might be time you consider free online advice from an expert. The American College of Financial Services, with professors who teach the experts and interact with thousands of financial advisers every year, recently published advice for improving your […]
If you’re spending more than you’re earning, it might be time to sit down with an experienced financial consultant and assess your situation. How Can a Financial Paraplanner Help Your Financial Situation? The process of gaining financial advice varies depending on your situation, but the process will generally include the following: Setting goals: Identifying your lifestyle […]
No one wants to fall into debt, but sadly this can be easier said than done. Luckily, there are plenty of steps you can take to avoid living in the red. Here are 15 smart spending habits, budgeting tips, and money-saving strategies that can help you stay out of debt. 1. Make shopping lists (& stick […]
It’s that time of year again! End of Financial Year is either a fantastic or dreadful time of the year depending on your income, spending, and knowledge. Make sure you’re the one with the generous tax return this year! We’ve developed our top tips designed to minimise the tax you’re required to pay and boost […]
If you’re thinking of starting your own business, or maybe you’re running a relatively new business, legal mistakes are so easy to make. In all the chaos, there are many easy-fix mistakes as well as more costly errors you need to avoid to protect your business long-term. Kate Ritchie, founder and principal lawyer at Ethikate, has […]
