Financial Literacy

/Financial Literacy

Money Lessons from Inventing Anna

By | 2022-03-09T09:00:09+08:00 March 9th, 2022|Financial Literacy, Financial Planning, Personal Finance Tips|

The age of the online and offline scammer is well and truly upon us. Inventing Anna is yet another story based on the real-life fake heiress, Anna Sorokin. The show is a fictionalised account of how the young lady defrauds the glitterati and social elite, as well as some high-profile bankers and financiers into seemingly [...]

Money Lessons from the Tinder Swindler

By | 2022-02-24T07:10:19+08:00 February 24th, 2022|Australian Expats, Financial Literacy, Financial Planning, Personal Finance Tips|

When swiping right can go horribly wrong. The Tinder Swindler has taken the Netflix world by storm, in what is a horrifying story of Shimon Hayut preying on and taking advantage of the emotions of women across the globe, with many of them still left paying for his actions. While it is easy for many [...]

ESG Investing in Singapore for Australian Expats

By | 2021-01-19T07:16:20+08:00 January 19th, 2021|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Financial Literacy, Investing|

The term ESG was first coined in 2005, as part of a study called ‘Who Cares Wins’, which brought together many parties from the financial services sector to explore the role played by Environmental, Social and Governance (ESG) issues in the long-term investment decision-making process. The growth in investment in this space over the last [...]

Biggest Investors Mistakes During a Downturn

By | 2020-03-18T08:35:15+08:00 March 18th, 2020|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Literacy, Investing, Investing in Shares|

The Dow is off ~25 – 30% this year. Trump has banned all travel from Europe, with the exception of the UK. Sporting seasons are being cancelled, the Olympics might even be next. Nobody appears to be immune from the Corona Virus (COVID-19), with politicians, sports stars, actors and everyday people contracting the virus. What [...]

8 Biggest Mistakes for Australian Expats to AVOID

By | 2019-01-22T09:05:24+08:00 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, [...]

Financial Planning Myths Blown WIDE OPEN

By | 2018-04-01T10:23:05+08:00 May 3rd, 2017|Australian Expats, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Investing, Investing in Shares, Meeting a Financial Adviser, Retirement|

“Sticking your head in the sand does not prevent the tide from coming in.” ― K.J. In the world of financial planning, we’ve seen all sorts of strategies and advice being provided, but just how do you separate fact from fiction. How can you tell the brilliant from the BS. Below I have dispelled some [...]

How To Raise Financially Intelligent Children

By | 2018-04-01T10:23:05+08:00 February 23rd, 2017|Australian Expats, Budgeting, Children, Education, Family, Fee-Based Financial Adviser Singapore, Financial Literacy, Parents, Saving|

It is clear that financial intelligence is significantly lacking from our schools’ curriculums. If you’re a parent wishing to raise financially intelligent children, you’re going to need to take on the responsibility yourself. Below are my 6 top tips to raise financially astute children, and start to develop the skills early that they will take [...]

Credit Cards – What YOU REALLY Need to Know

By | 2018-04-01T10:23:05+08:00 January 19th, 2017|Budgeting, Credit Cards, Debt, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning|

Over Christmas last year I spent some time back in Australia seeing family, friends and clients. During some of these meetings, it became quite clear to me that as consumers, we don’t pay enough attention to what’s really going on with our credit cards, and just how much they’re really costing us. Gold, Titanium, Palladium, [...]

Are Your Children Protected in Singapore..? Guardianship for Expats

By | 2018-04-01T10:23:05+08:00 August 23rd, 2016|Australian Expats, Children, Family, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Guardianship|

One of the greatest worries for many parents is that they would leave their children orphaned due to an unforeseen event. It is these unthinkable events that we need to plan for and ensure that we have the right plans in place to ensure our children are cared for. There are two important steps that [...]

Which Personal Debts Should You Pay Off First?

By | 2018-04-01T10:23:06+08:00 August 5th, 2016|Budget, Budgeting, Debt, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning|

To be debt free is a key goal for many of us, however it’s important to recognise that there is both ‘good debt’ and ‘bad debt’. You can read more about the difference between the two here. For those who have a range of different debts, it can be an overwhelming feeling. We have ranked [...]