Case study: Retirement planning
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
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Case study: You don’t know what you don’t know
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
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Latest survey reveals what’s important to our clients at HPH Solutions
HPH Solutions is always working to improve the financial lives of our clients and greatly value the insights we gain regarding what really matters to them.
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Financial advice: What people really think
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
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Case study: GESB (West State) Super retirement planning
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
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Different horizons for successful investing
Rather than acting on worrying sentiments in the news, leave the markets to do the worrying and instead focus on the horizons that are meaningful to you
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2018 Year in Review – Markets and Headlines
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year-end was
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Better money management beyond Christmas
While it’s nearly Christmas this article seeks to share some thoughts on a more perennial approach to better money management.
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Wheel of Life …. What’s the money for?
Money helps us achieve the things we want in our life. If you don’t know where you are going, any road will get you there.
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Should you be spending less on managing your investment portfolio?
Even the most well-intentioned financial adviser shouldn’t try to custom-build direct share portfolios. The odds are stacked against them and their clients.
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What’s your household balance sheet like?
Just as accountants prepare a business balance sheet, a household balance sheet keep you informed as the CEO/Managing Director of your own household.
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Living with Volatility, Again
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.
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4 ways to be a great money mentor for your kids
Showing our children how to practice good financial habits and attitudes is key to their financial security in the future. This article shares 4 ways to do this.
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Foundations for a “Better Financial Life”
What builds the foundations of a succesful financial life? Learn what you can do to prepare yourself for effective wealth management here.
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When It Comes To Change, You Are of Two Minds
Understand self-sabotaging behaviours, allows you to positively affect your decision making when it comes to personal finances. Find out more here.
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