by sue | Mar 5, 2018 | Estate Planning, Retirement, Superannuation, Uncategorized |
The question from Maggie of Doncaster was an interesting one this week – “Should I leave money to my kids?” Now I can hear some of you out there in social media land screaming at the screen SKI, SKI (Spend the Kids Inheritance) and others of you screaming YES, YES,...
by sue | Feb 23, 2018 | Retirement, SMSF, Superannuation |
Dear Aunt Sue Should retirement planning be more or less the same for everyone? Funnily enough, I’ve been asked this question several times lately. For most of us, it’s about saving enough money so we don’t end up on the poverty line, and yes, it’s true we...
by sue | Dec 11, 2017 | Credit Cards, Debt, Financial Planning, Uncategorized |
Dear Aunt Sue I want to cancel my credit cards, but the banks keep talking me into keeping them… I have 3 cards and one is out of control because I’m barely keeping up with the minimum payments…Help! Julia – Bridport Hi Juliana, yes there certainly is more to...
by sue | Dec 7, 2017 | Budgeting, Financial Planning, Investment, Saving |
Dear Aunt Sue As we head into 2018 can you please give me 3 tips for creating a New Year’s resolution about money that will stick? Stephanie, Abbotsford Hasn’t this year gone quickly? It seems like only a blink of an eye ago that we celebrated the festive...
by sue | Aug 29, 2017 | Saving |
Dear Aunt Sue, I’ve been trying to establish some sort of savings for the last 3 years, but I’m such a Shopaholic – I’m getting nowhere, fast!! Do you have any ideas for me, please? Merinda – Redfern It’s totally normal to want to spend money, Merinda, so...
by sue | Mar 23, 2017 | Financial Advice, Financial Planning, First Home Buyer, Home Loans |
Dear Aunt Sue – I am thinking about buying my first home and looking at different banks. What does it mean when they display a ‘Comparison rate’? Sonia – Newport Hello Sonia. Fantastic that you are looking at purchasing your first house. Good on...
by sue | Feb 16, 2017 | Budgeting, Credit Cards, Debt, Financial Planning, Planning, Saving |
Dear Aunt Sue, My credit card is repeatedly at its limit – it is really depressing me. I can’t seem to reduce it. What can I do? Cynthia – Balwyn Hello Cynthia You are like so many others – credit card debt can really get you down. What can you do if your...
by sue | Feb 9, 2017 | Financial Planning, Planning, Saving |
Dear Aunt Sue There goes my 2017 resolution out the door – I just blew my budget. I can’t seem to stick to any of my New year’s resolutions – do you have any ideas? Melinda, Footscray Isn’t that a familiar story? Each New Year’s Eve people tend to...
by sue | Feb 2, 2017 | Budgeting, Financial Planning, Investment, Planning, Saving |
Dear Aunt Sue I’m a 33 year old, I have a good job, single, and I am looking at getting the right people around me to help me with my financial journey. Can you help? Sammy, Seaford Hello Sammy. Well done you! It is important that you surround yourself with a “team”...
by sue | Jan 12, 2017 | Estate Planning |
Dear Aunt Sue, I am 28 years old, and a friend of mine’s father died without a will recently – my friend is really stressed out about it. Why? Noelene, Foster Hello Noelene, Why is having a will is so important? Because dying without one can cause your loved ones a...
by sue | Jan 5, 2017 | Planning, Social Media |
Hi Aunt Sue, I am starting to get really active on Social media – what happens to my social media identity if something happens to me? Lucy, Avondale Heights Great question Lucy and a subject we need to be mindful of as so many of us practically live on social media...
by sue | Dec 29, 2016 | Budgeting, Financial Planning |
Dear Aunt Sue I am just about to take a career break for the birth of our first child . We have always been a double income family. Can you please give me some tips on how to manage our finances while I am away from work? Anne, Mont Albert Hello Anne How very exciting...
