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Ethical Investing - Dollars & Making Sense 29 Apr 2025
IGo woke, go broke? Maybe not, Ray discusses how he listens carefully to his clients and provides avenues and opportunities to realise financial goals as well as doing the right things. Some great advice along the way as well, including "don't be a spectator",
29 Apr 2025 09:01:00 - Comment(s)
Money Counselling - Dollars & Making Sense 22 Apr 2025
Its back to basics time. We're joined this week with Queen Chilenga from Money Fitness Hub based in Kalgoorlie, WA. Queen specialises in social work and supporting people in financial stress and those in need of the basics.
22 Apr 2025 09:00:00 - Comment(s)
Life Cover inside Super (TPD) - Dollars & Making Sense 15 Apr 2025
Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.
15 Apr 2025 09:00:00 - Comment(s)
Portfolio Construction - Dollars & Making Sense 8 April 2025
Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!
08 Apr 2025 09:00:00 - Comment(s)
Terminal Illness & Super - Dollars & Making Sense 1 April 2025
part 2 of a 4 part series on life insurance cover inside superannuation. Today we're discussing terminal illness cover and what constitutes correct conditions of release for APRA funds as well as SMSFs. What are the implications if you're terminally ill, all on Dollars & Making Sense.
01 Apr 2025 09:00:00 - Comment(s)