Personal Finance Tips

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Aussie Expat End of Financial Year Checklist 2018

By | 2018-07-25T08:39:18+00:00 June 5th, 2018|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, End of Financial Year, Fee-Based Financial Adviser Singapore, Personal Finance Tips, Property Investment, Superannuation|

We’re now on the home stretch to the end of the Australian financial year so it’s important to ensure that you’ve not overlooked anything as an Australian expat and haven’t missed out on any opportunities available to you. I’ve put together my End of Financial Year Checklist for Australian expats in Singapore and across the [...]

Death, Taxes and Superannuation

By | 2018-04-01T10:23:04+00:00 February 21st, 2018|Aussies in Singapore, Australian Expats, Fee-Based Financial Adviser Singapore, Financial Planning, Personal Finance Tips, Singapore, Superannuation, Superannuation for Expats|

For most Australian residents, and the Australian expats planning to retire down under, superannuation will in many cases be one of the most tax efficient ways to save for and provide your retirement income. Providing your superannuation is managed appropriately and you receive the right advice, it can offer significant tax and estate planning benefits. [...]

Top Finance Tips for New Grandparents

By | 2018-04-01T10:23:09+00:00 March 31st, 2016|Australian Expats, Budgeting, Fee-Based Financial Adviser Singapore, Financial Planning, Grandchildren, Personal Finance Tips, Retirement, Superannuation for Expats|

"Something magical happens when parents turns into grandparents. Their attitude changes from "money doesn't grow on trees" to spending it like it does."  - Sophia Loren Becoming a grandparent can be one of the most exciting times of your life, and it’s often the case that finance is not the first thought that will pop [...]

Top 8 Things Financially Savvy People Do Differently

By | 2018-04-01T10:23:09+00:00 March 29th, 2016|Australian Expats, Budgeting, Fee-Based Financial Adviser Singapore, Financial Planning, Personal Finance Tips|

There are many self-made millionaires and billionaires in Singapore and across the globe. Just how do they get there..? How have these financially savvy individuals achieved such financial success where many others have failed..? Outlined below are 8 of the top things that the financially savvy do differently to the rest. 1. They recognise their [...]

Debt After Death – What happens to my debts when I die?

By | 2018-04-01T10:23:10+00:00 February 10th, 2016|Australian Expats, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Life Insurance, Personal Finance Tips|

It is an unfortunate fact that in most circumstances, your debts won’t die when you do. They will become the burden of your surviving family members to deal with, and without the right strategies in place this can be a particularly troublesome process. With the average mortgage in Australia sitting at $434,000, this is a [...]

Get Rich Slowly – Small Savings Make a BIG Difference

By | 2018-04-01T10:23:10+00:00 February 1st, 2016|Budgeting, Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Personal Finance Tips|

“Don’t wait. The time will never be just right.” - Napoleon Hill It is far too often that I meet with people who suggest that they just aren’t yet earning enough to be saving for their retirement, or their child’s education, or whatever else might be important to them. In 99% of cases, this is [...]

Battle of the Sexes – Are Men or Women Better With Money..?

By | 2018-04-01T10:23:10+00:00 January 29th, 2016|Fee-Based Financial Adviser Singapore, Financial Literacy, Financial Planning, Investing, Personal Finance Tips|

As the expression goes, ‘Men are from Mars, Women are from Venus' – we all know that there are stark differences between the ways each sex approaches different subjects, but just how does this translate into dealing with money…and just who is the superior sex when it comes to personal finance. Below I’ll outline each [...]

8 Biggest Mistakes for Australian Expats to AVOID

By | 2018-04-01T10:23:11+00:00 November 2nd, 2015|Australian Expats, Fee-Based Financial Adviser Singapore, Financial Planning, Personal Finance Tips|

“Success is where preparation meets opportunity” - Bobby Unser You’ve moved to Singapore, or elsewhere, and have become an expat. You find the lifestyle suits you. You’re making new friends, travelling, experiencing new cultures and wonder why you didn’t make the move sooner. You’re making the most of your new lifestyle in your new destination, [...]

What Do The WEALTHY Know That You Don’t..?

By | 2018-04-01T10:23:11+00:00 October 19th, 2015|Australian Expats, Fee-Based Financial Adviser Singapore, Personal Finance Tips, Retirement|

There are very few people in the world who have accidentally become wealthy...so what are they doing that the rest of the population is not? The smartest way to achieve your goals is not to seek to reinvent the wheel. It is to identify those people who’ve already achieved what your seeking to accomplish, and [...]

Should I Insure My Non-Working Spouse..?

By | 2016-01-23T16:03:42+00:00 June 11th, 2015|Critical Illness Insurance, Fee-Based Financial Adviser Singapore, Insurance, Life Insurance, Personal Finance Tips|

“Why should I pay for insurance for my non-working spouse..?”   This is a common question I’m asked by both expats and locals in Singapore. The short answer, in most cases, is yes. Let’s take a look at why…   It is important to realise that your non-working spouse has a significant amount of economic [...]