Financial Advice Blog | Mornington

What makes a good investment strategy?

If you have a self-managed super fund, then one of the obligations placed on you as a trustee is that you have an investment strategy.

Federal Budget 2019: Making a dent in at-home aged-care wait lists

Most older Australians want to age at home, according to YourLifeChoices polls. But the reality is that almost 128,000 Australians who...

Five investing truths – Getting a start in financial markets

Three truths in long-term investing are the magic of compound interest, the power of volatility and the benefits of dollar cost averaging.

Budget Summary for SMSFs

On 2 April 2019, the Government handed down the 2019-20 Federal Budget. The focus of the 2019-20 Budget is a plan for a stronger economy...

Renting or buying your first home when raising a family?

Increasingly, Gen X and Gen Y, or millennials, are raising young families in rental properties, rather than homes which they own.

Older Australians are making care decisions quickly and with limited information

Australia’s ageing population means it is not just older Australians who need to prepare for their future care needs.

Talking to your parents about aged care

Helping your parents plan for aged care now will give them more options when the time comes.

10 Signs that Your Aging Parents Need Help

Adult children should be aware of any changes in their parents’ behaviour— changes which are often undetectable over the telephone.

SMSFs and your retirement horizon

What should my SMSF look like if I need it for 40 years? 30 years? Or 20 years?

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