By Matt Hern on July 24, 2009
Today is Stress Down Day, to raise funds for Lifeline. As part of their promotion of Stress Down Day Lifeline conducted a Newspoll to discover what was stressing Australians.
The Newspoll found that two thirds of Australians are stressed about money, second only to being stressed about work. Does that include you?
The Lifeline poll reminded me [...]
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Posted in Behaviour, Featured, Planning | Tagged cashflow control, financial advice, newsletter archive, tools
By Matt Hern on March 20, 2008
Standard & Poor’s and the Australian Securities Exchange (ASX) recently changed the name of the S&P/ASX 200 Property Trusts Index to the S&P/ASX 200 A-REIT Index. The name change follows the ASX and Property Council of Australia’s renaming of Australian listed property trusts as Australian Real Estate Investment Trusts (A-REITs) to align with global practice.
REIT [...]
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Posted in Property | Tagged investment, statistics, tools
By Matt Hern on January 25, 2008
Many media commentators are suggesting that the current volatile Australian sharemarket potentially presents a good opportunity to buy. But I think it actually presents a terrific opportunity to learn.
Most likely it is only people with an existing appetite for risk and confidence in their decisions that would be comfortable buying at volatile times like now.
So [...]
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| Tagged investment, risk tolerance, tools
By Matt Hern on January 8, 2008
Your financial fitness is how well you manage your money on a daily basis. Just like physical fitness helps your health, so does financial fitness help your financial health and weath.
Discover your financial fitness by completing our brand new Financial Fitness quiz now. (It’s free and takes about 70 seconds).
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| Tagged cashflow control, financial advice, polls, tools
By Matt Hern on December 6, 2007
New research on 30,000 wealthy Australians has revealed “Income, saving and – most importantly – time are the most
important elements of wealth creation” – well surprise, surprise!
Doug Turek of Wealth Benchmarks has been researching wealthy investors since January this year. In the latest edition (5th December 2007) of The Eureka Report, Doug presents some [...]
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| Tagged investment, tools
By Matt Hern on December 6, 2007
Today AMP launched a new online tool called the “Retirement Simulator“. I’d like to congratulate them as it is a well constructed, flexible tool for estimating how much you may need to save to achieve your desired retirement lifestyle and for that lifestyle to last until at least your life expectancy.
By necessity the tool has [...]
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Posted in Planning, Superannuation | Tagged retirement, superannuation, tools
By Matt Hern on November 21, 2007
How’s your financial health? Is everything in tip top working order, or are there areas being avoided and showing signs of wear and tear?
Well, if you suspect that your finances are out of shape you are not alone. The average score from my online financial health check-up is just 39 percent.
That low average is to [...]
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| Tagged financial advice, polls, tools
By Matt Hern on November 1, 2007
Sometimes once we get a clearer picture of our current position, in particular our cashflow, we can get a bit of a shock and wonder how we can reign in our spending. If so, you may be interested in a wonderful resource that a client told me about.
I was complimenting Kylie on her wonderful ability [...]
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| Tagged cashflow control, tools
By Matt Hern on October 25, 2007
“The former partner of the late motor racing legend Peter Brock has won a legal battle over his estate”, reports the ABC News.
Brock apparently left three Wills – the latter one changed a major beneficiary from his former partner (Bev Brock) to his partner at the time of his death (Julie Bamford). But the latter [...]
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Posted in Wills | Tagged estate planning, tools, wills
By Matt Hern on October 12, 2007
Being a parent is one of the greatest gifts I have received in my life. But over the past two years I have also noticed the increase in our spending, and we have not yet even hit school or the teenage years. I know from working on education plans for my advice clients how much [...]
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Posted in Children's Education | Tagged children, cost of significant things, family & education costs, tools
By Matt Hern on September 28, 2007
When talking to people it amazes me how high people’s expectations are of returns they could achieve from investments – often so high as to be unrealistic. When pressed, most cannot describe the evidence on which they base their expectation.
What are your expectations of the returns you will achieve from your specific investments? What evidence [...]
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| Tagged investment, tools
By Matt Hern on August 17, 2007
If you are keen to learn more facts about the risks of investing then Fidelity International have just released some free tools to help you learn.
Visit www.fidelitytools.com.au to:
Find out how markets have recovered from various past shocks
Check the impact timing your investments could have on your returns
See how picking the best stocks could help you beat [...]
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| Tagged investment, tools
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