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Navigating finances as a couple

29 June 2018 | General

Assessing your financial compatibility doesn’t need to involve complicated discussions. Ultimately, it boils down to simple financial values. From the moment you start dating a person, it is possible to see their financial priorities. What do they value? What experiences bring them joy? There are no right or wrong priorities, but it does help to have the same values so you can work towards your dreams as a couple. As you get to know each other and date, you will also find clues on how they will manage their money in a relationship. Who pays for dinner? Do you split things evenly or does one person carry the load?

5 savings myths you need to let go of

28 June 2018 | General

Every July (national savings month) we are reminded how important saving is, but by September most of our good intentions have fallen by the wayside. How can we prevent that from happening this year and commit to financial resolutions that stick? The first step is letting go of some common savings myths, says Marilize Lansdell, CEO at PSG Wealth. “Successful savers do not fall prey to these common myths that lead many of us to delay – or give up on – saving,” says Lansdell.

The role of an executor and how to choose one

27 June 2018 | Estates & Wills

Most people understand the importance of a will, but many people overlook a very important element; the appointment of an executor. An executor is someone who you nominate to carry out the instructions of your will and help to administer your estate.

Beating the odds and staying wealthy

26 June 2018 | General

Forbes Magazine in the United States published its now renowned list of the 400 wealthiest Americans for the first time, ranked by their net worth. Twenty-one years later, JP Morgan conducted a study to examine the list and determine which families remained amongst the country’s wealthiest.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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