Blog tagged as financial advice

Trump 2.0 - Dollars & Making Sense 15 Jul 2025
the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.
15 Jul 2025 12:29:01 - Comment(s)
Income Protection & Super - Dollars & Making Sense 6 May 2025
This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!
03 Jun 2025 16:08:32 - Comment(s)
Income Protection & Super Pt 4 - Dollars & Making Sense 3 Jun 2025
This wraps up and brings together an important element of how super not only saves for your retirement, yet also can incapsulate insuring your most important asset - You!
03 Jun 2025 09:00:00 - Comment(s)
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)
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)