Financial Literacy

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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 [...]

The Unexpected Costs of Having a Baby

By | 2018-04-01T10:23:06+08:00 August 1st, 2016|Children, Debt, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Parents|

They may be tiny little people, and one of life’s greatest joys, but new babies certainly have the potential to rack up some expected expenses. Whether you’re currently thinking about having your first child, or you’re already on the path, it’s important to start preparing for some of the costs that you may not yet [...]

Are You Smarter Than Your 5 Year Old..?

By | 2018-04-01T10:23:08+08:00 May 3rd, 2016|Australian Expats, Children, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Saving|

A study conducted by the Commonwealth Bank of Australia (CBA) this year found that children aged 5 – 12 scored 63 out of 100 points in a measure of how financially savvy they are. Of particular note, this is 1 point higher than the adults scored. It is also interesting to note that the children [...]

Top 10 Retirement Mistakes You Should AVOID

By | 2018-04-01T10:23:09+08:00 April 4th, 2016|Australian Expats, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Retirement, Superannuation|

There’s far more to retirement planning than simply making mandatory contributions to your superannuation fund or putting your surplus cash each month into a savings account. With an aging population and growing numbers of people over 60 living below the poverty level, far too many are either not saving for their retirement with a plan [...]

International Women’s Day – Are Men or Women Better With Money..?

By | 2019-03-08T07:44:03+08:00 March 8th, 2016|Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Investing, Personal Finance Tips|

Today, Friday 8th March, marks International Women’s Day, where it’s time to acknowledge that a ‘balanced world is a better world’. It’s in keeping with this topic that I’ve written this blog, exploring both who is the superior sex when it comes to dealing with money, and what men can stand to learn from women [...]