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The Royal Commission Simplified

By | 2019-02-12T08:19:38+00:00 February 12th, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Planning|

It has been the time many were waiting for – the Royal Commission report to be released to the public punishing the ‘big 4’ banks for the terrible behaviour and horrible acts they’ve been committing for years. You may recall some of the headlines – continuing to charge fees to deceased clients, inappropriate selling of [...]

How Much Life Insurance Do I Need?

By | 2019-02-07T09:25:51+00:00 February 7th, 2019|Australian Expats, Critical Illness Insurance, Fee-Based Financial Adviser Singapore, Financial Planning, Life Insurance, Superannuation|

“If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.”  - Suze Orman It is a sad reality that for many, the true value of life insurance is only discovered when it’s too late, or when they’ve had a family member or friend go [...]

What Are The Wealthy Doing That You’re Not..?

By | 2019-01-29T08:09:10+00:00 January 29th, 2019|Australian Expats, Fee-Based Financial Adviser Singapore, Personal Finance Tips, Retirement|

“Imitation is not just the sincerest form of flattery - it's the sincerest form of learning.”  - George Bernard Shaw The smartest way to achieve any goals in life, whether they be financial or otherwise, is not to reinvent the wheel, but rather to identify those who’ve already achieved those goals and mimic their behaviours. [...]

8 Biggest Mistakes for Australian Expats to AVOID

By | 2019-01-22T09:05:24+00:00 January 22nd, 2019|Australian Expats, Budget, Budgeting, Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Foreign Exchange, Personal Finance Tips, Superannuation for Expats, Tax|

“Success is where preparation meets opportunity” - Bobby Unser You’ve made the shift to Singapore from Australia, and you’ve now officially joined the ranks of being an Australian expat. You’re quickly making new friends on this little red dot, travelling around the region, experiencing new cultures and wondering why you didn’t make the move sooner, [...]

New Australian Expat’s Guide to Singapore

By | 2019-01-15T08:23:39+00:00 January 15th, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Planning|

It’s a brand new year, you’ve landed in the ‘Lion City’ of Singapore on your Australian Expat journey and it’s time to start exploring how you can make the most of living and working in this city state. Let me first tell that that you’ve made an excellent first choice and deserve a pat on [...]

How To Boost Your Borrowing Capacity as an Aussie Expat

By | 2018-11-20T08:20:00+00:00 November 20th, 2018|Aussies in Singapore, Australian Expats, Fee-Based Financial Adviser Singapore, Financial Planning|

“The most important phrase in the world of money is cash flow. The second most important is leverage.” Rich Dad, Poor Dad   If you’re an Aussie expat living and working overseas, and you’ve tried to either refinance your existing loans in Australia, or borrow new funds, then chances are you’ve experienced just how difficult [...]

Franking Credits for Aussie Expats

By | 2018-09-27T09:43:04+00:00 September 27th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Investing, Investing in Shares, Tax|

Franking credits form a very important element of the Australian tax system, and providing you’re willing to invest the time to understand how they work, or work with an Adviser who does, you can significantly improve your personal finances. Many countries around the world have franking credits including Australia. Whether you’re living and working in [...]

Is My Life Insurance Valid?

By | 2018-09-11T08:27:50+00:00 September 11th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Income Protection Insurance, Insurance, Life Insurance, Superannuation for Expats, Total & Permanent Disability Insurance|

Many of our clients often hold both Life and Total & Permanent Disability Insurance inside their superannuation funds, as is often the case for Australian expats. The issue with this for many is that the insurance became invalid when they changed their country of residence, which they would often only discover at the point they [...]

Positive vs Negative Gearing for Aussie Expats

By | 2018-09-05T08:18:12+00:00 September 5th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Mortgages, Property Investment|

Gearing when it comes to property investment can be a powerful strategy for you as both an Australian expat or as a resident, as long as you are making informed choices. We are constantly bombarded with misinformation and everyone has their own opinion about whether positive or negative gearing is the right strategy. Firstly, it’s [...]

Money Lessons from Crazy Rich Asians

By | 2018-08-28T10:06:56+00:00 August 28th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Singapore|

After buying her the book on one of our recent flights, it was time to take my better half to see the movie that is front of mind for most in Singapore and across the continent, Crazy Rich Asians. The story is the perfect combination of a modern Cinderella fairy tale, a highlight of the [...]