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February Financial Planning Newsletter

It’s February and the summer holidays are over for most Australians, but the bushfires and drought in eastern states are far from over. Neither is the coronavirus outbreak. Our thoughts are with everyone affected.

The coronavirus epidemic that began in December last year hasn't just had an impact on the health of the global population, but also financial markets around the world, as the cost of the coronavirus continues to rise. 

Education is the second largest expense for many families, with some spending a third of their household budget on school fees. Here are 3 ways to hold and grow your money to ensure you have enough money to pay for your children's education.

Have you reviewed your beneficiaries lately? It’s a common misconception that superannuation automatically transfers to the super fund owner's estate upon their death. Here is what you have to consider when choosing beneficiaries.

To wrap it up we give you the BEST value for money travel destinations in 2020.

If you would like more information on any of the articles below, click this LINK to book a 15-minute call with Mike or contact our office on +612 9327 4338.



Mike Sikar

Founder and Principal Adviser 

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Investment market impacts of coronavirus

The coronavirus outbreak — which began in December in Wuhan, an 11 million people strong city that is the capital of China's Hubei province — has seized the world's attention.

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Saving for education

Education is the gift that parents can give their children that keeps on giving.

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Getting the right investment balance in retirement

Interest rates in Australia have reached historic lows, with the Reserve Bank of Australia lowering the cash rate to an unprecedented low. This has flow-on effects to assets that are traditionally considered safe.

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The importance of binding nominations in estate planning

It’s a common misconception that superannuation automatically transfers to the super fund owner's estate upon their death. In this article we explain the importance of a binding nomination.

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The Best Value Destinations and Travel Experiences for 2020

Ready to jet off to exotic locales this year? Lonely Planet has released their ‘Best in Travel 2020’ destinations, to fire up your inspiration. These top spots offer the best value, in terms of getting off the beaten path, soaking up exciting experiences and keeping your budget happy too.

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