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Is an SMSF right for you?

As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF).

As well as control, investment choice is a key reason for having an SMSF. As an example, these are the only type of super fund that allows you to invest in direct property, including your small business premises. Other reasons people give are dissatisfaction with their existing fund, more flexibility to manage tax and greater... view article
February 26th 2021

Maintaining a healthy mindset post holidays

Does the summer break already feel like so long ago? If that holiday glow and relaxation didn’t last as long as you wanted, you’re not alone.

New research indicates that the mental health benefits of a holiday, unfortunately, fade quicker than a tan. The study found that it takes us just three days to get back into our normal level of stress.i Fortunately, there are ways you can hold onto that holiday feeling all year round. Incorporate holiday habits Morning sleep-ins, days... view article
February 19th 2021

Mind the insurance gap – how much cover should you have?

At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing.

Life insurance is all about ensuring your family can maintain their lifestyle if you were to die or become seriously ill. Even people who do have some level of protection might discover a significant shortfall if they had to depend on their current life insurance policies. That’s because 70 per cent of Australians who have... view article
February 9th 2021

My partner is a spender – managing joint finances

Perhaps your partner is a spender while you prefer to save, they live in the now and you prefer to plan for your future, or you are both working towards separate goals and can’t meet in the middle.

It can feel like you’re losing an uphill battle, you make every effort to plan ahead or get on top of your debt and the next day your credit card is topped back up with an impulse purchase made by your other half or perhaps you’ve been saving away for a future goal like... view article
February 3rd 2021

How does financial advice work? Your top asked questions

If you’re thinking about seeing an Adviser, you’re probably asking yourself “Is it worth it? how much money do I need? How do I find the right Adviser for me? and what will be involved?”

If you’re sitting on the fence deciding whether financial advice is the right next step for you, this article will help answer some common questions you may be asking that may help you understand if we can help you.   Is it worth seeing an Adviser? Of course, this question comes to mind. You’re essentially deciding if... view article
January 22nd 2021

Taking control of your finances in 2021

As we enter a New Year now is a great time to reflect on the lessons learnt in 2020 and take control of your financial picture in 2021

As we all know from previous years it is just as easy to break your New Year's resolutions as it is to make them. It comes down to creating an achievable plan and staying committed to reaching your end goal even if there are some sacrifices on the way. From the turmoil of what was... view article
January 14th 2021

The financial resolutions that nobody keeps – and how to do them right

Making a list of resolutions is easy enough - it's the implementing it that's hard

"I'm going to start going to the gym." "I'm going to read War and Peace." "I'm going to call my mother more." Most of us make resolutions that we can't stick to. In fact, Finder research from last year showed that 58 per cent of us broke our resolutions. The thing is, a lot these pledges could... view article
December 28th 2020

What investment experts predict for Australia in 2021?

2020 was full of surprises and challenges as COVID-19 reared its head. Markets and economies took a massive hit, but what will the new year bring?

  There’s no doubt 2020 was full of surprises and challenges as COVID-19 reared its head - quickly escalating, forcing severe lockdowns and prompting massive government stimulus measures globally. We know markets and economies took a massive hit in 2020, but what will the new year bring?   In a recent report released by global investment experts,... view article
December 23rd 2020

Year in review at Invest Blue

What a year it has been, whilst 2020 has presented its challenges it has also presented us with a lot of bright spots worth celebrating. 

Looking back to the start of the year, it is hard then to even imagine the worldwide events that would unfold throughout 2020. Whilst we continue to face challenges presented by COVID-19 it has been amazing to see the strength in our communities throughout the period. We continue to strive towards our goal of helping... view article
December 23rd 2020