Financial Planning

/Financial Planning

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 [...]

Financial Considerations of Becoming a Stay At Home Parent

By | 2019-12-03T09:02:48+08:00 December 3rd, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Family, Fee-Based Financial Adviser Singapore, Financial Planning, Parents|

The decision you make to stay at home full-time to look after your child or children is a difficult one and should not be made lightly. This is especially true for Australian expats with the added complications of relatively low-cost full-time help, living in Singapore on a working visa or Dependant Pass (DP) and overall [...]

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 [...]