Blog tagged as financial planning

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)
Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025
The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.
28 Jan 2025 10:26:00 - Comment(s)
Summer #6 - Prenuptual Agreements - Dollars & Making Sense 21 Jan 2025
For many contemplating remarrying, the thought of losing assets or long-held family properties is too much to countenance. Pre-nuptual Agreements are often talked about in movies,
21 Jan 2025 10:24:00 - Comment(s)
Election Cycles, Conference - Dollars & Making Sense 26 Nov 2024
It is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike. With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.
26 Nov 2024 09:00:00 - Comment(s)
Prenuptual Agreements - Dollars & Making Sense 22 Oct 2024
For many contemplating remarrying, the thought of losing assets or long-held family properties is too much to countenance. Pre-nuptual Agreements are often talked about in movies,
22 Oct 2024 09:00:00 - Comment(s)