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June 26, 2018 by Helen Baker

Income protection for people in the mining industry

Disclaimer: Any information provided in this discussion is only general in nature. For advice that relates to you personally, please seek the advice of a qualified and trained professional. The mining industry can be a lucrative sector to work in. Making hay while the sun shines, so to speak. But … [Read more...]

Filed Under: Financial planning, Insurance, Mining & resources

August 4, 2017 by Helen Baker

Taking care of everyone

Just about everyone loves The Brady Bunch – that TV series with the perfect blended family (I’m not a fan of that term). With an estimated one in two marriages in Australia ending in divorce we are seeing more and more families blending together – his kids, her kids, and their kids. Take the case … [Read more...]

Filed Under: Financial planning, Insurance, Marriage

April 12, 2017 by Helen Baker

For Goldilocks it was all too hard, too soft, too cold – it’s all about choices

Many of my clients come to me to start investing, but more often than not, once I have assessed their overall financial situation I find we need to fix some supporting elements before we take on more risk. One important element is insurance. When it comes to personal insurance people are often … [Read more...]

Filed Under: 5 Foundations, Financial planning, Insurance

October 6, 2016 by Helen Baker

NDIS – Good news for people with a disability

The National Disability Insurance Scheme (NDIS) is the new way of providing support for Australians with a disability, their families and carers. The NDIS will provide for Australians under the age of 65, with a permanent and significant disability, with the reasonable and necessary supports they … [Read more...]

Filed Under: Financial planning, Insurance, Serious illness

April 6, 2016 by Helen Baker

Redundancy – good news or bad news?

What many people want to know when they choose a financial planner is, ‘What qualifications do you have?’ It is essential to choose a financial adviser who has their finger on the financial pulse of the time and one who, most important, has your best interest at heart. It is also important to … [Read more...]

Filed Under: 5 Foundations, Financial planning, Insurance, Money and couples, Mortgage, On Your Own Two Feet book, Superannuation, Womens finance tips

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Recent articles

  • Tips for growing small businesses in 2021 February 5, 2021
  • Book Review: On Your Own Two Feet (2nd edition) December 21, 2020
  • 9 clever money management tips for you and your family at Christmas December 21, 2020
  • 5 divorce mistakes you can’t afford to make December 16, 2020
  • 7 things to consider when getting divorced December 16, 2020

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Financial Planning Tips

  • Tips for growing small businesses in 2021 February 5, 2021
  • Book Review: On Your Own Two Feet (2nd edition) December 21, 2020
  • 9 clever money management tips for you and your family at Christmas December 21, 2020
  • 5 divorce mistakes you can’t afford to make December 16, 2020
  • 7 things to consider when getting divorced December 16, 2020

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