Join us as we explore the financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually, we discuss strategies for asset allocation, personal insurance, estate planning, inflation considerations, and children's future needs.
Tune in for insights that will help any Aussie household aiming for financial security and peace of mind.
Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Investing for Minors
Phases of Retirement: Go Go, Slow Go, No Go!
How to feel financially secure
Couple Goals: Making money work in a relationship
How to retire on $650,000 as a couple
Smart investing: Strategies for 1K, 5K & 50K budgets
What 2023 taught us about Investing
Ways to win in 2024
How to be great with money!
Insights from Real-Life Client Success Stories
Cybersecurity: Tips to keep you cyber safe
Borrowing to Invest
Keeping you at home: In-home support for ageing adults and their families
Investing: Strategies for age 55+ investors
Investing: Is age 55 too late to start?
All about Listed Investment Companies
Debt Recycling Explained
Goals based advice: Creating a plan to achieve your goals
Goals based advice: The psychology of financial goal setting
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