Financial Planning

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Australian Property Rule Changes for Aussie Expats

By | 2019-07-11T08:30:50+08:00 July 10th, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Planning|

Australian expats may not be out of the woods with the removal of the main residence exemption Bill just yet. It was hoped for that the previous Bill would have been scrapped to remove the exemption for Australian expats in the most recent Budget, however this was not the case. Further to this, Treasurer Frydenberg [...]

VIDEO – How Do I Set Up My Emergency Fund

By | 2019-05-29T09:24:13+08:00 May 29th, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Fee-Based Financial Adviser Singapore, Financial Planning, Saving|

Welcome to my video series, where we explore the key personal finance topics for Australians at home and abroad. Today, we’re exploring the simple and often ignored financial strategy of setting up your emergency fund. What is an emergency fund? Forget the get rich quick schemes, the 0 to 100 properties in 12 [...]

The Royal Commission Simplified

By | 2019-02-12T08:19:38+08:00 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+08:00 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 [...]

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, [...]

New Australian Expat’s Guide to Singapore

By | 2019-01-15T08:23:39+08:00 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 [...]

8 Top Money Tips for Christmas

By | 2018-12-19T08:28:51+08:00 December 19th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Budget, Budgeting, Family, Financial Planning|

Christmas is fast approaching and what a wonderful time of the year it is. However, for many this can be the time that the finances blow out and you start the new year with a financial hangover. I’ve put together my eight top tips to keep your Christmas spending in check and to help you [...]

How To Boost Your Borrowing Capacity as an Aussie Expat

By | 2018-11-20T08:20:00+08:00 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 [...]

FX – The Key Risk to Australian Expats

By | 2018-11-13T08:49:18+08:00 November 13th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Financial Planning, Foreign Exchange, Forex|

From Trump’s tough stance on China to the political instability throughout most European nations, there is no doubt that volatility is on the rise. The year, particularly the last quarter, has been a key reminder for most investors that asset prices don’t always head up in a straight line, and will at times see a [...]

Which Costs More – Singapore vs. Australia

By | 2019-04-15T16:24:09+08:00 July 17th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Budgeting, Fee-Based Financial Adviser Singapore, Financial Planning|

Singapore is often ranked as one of the most expensive cities in the world for Australian expats to live and work in. Working as an Aussie expat in Singapore can be one of the most financially rewarding moves you’ll make, but it’s important to watch your spending. This week we compare the cost of living [...]