Share     Facebook icon Twitter icon Twitter icon

Winter has arrived, and we're on the home stretch now towards the end of the financial year.

Our article on dollar cost averaging is a reminder about "time in the market" not "timing the market" when it comes to investing. We have also included an insight into the importance of setting retirement goals early in our working lives.

If you are a business owner then our article on estate planning is a must-read. We have included a practical to-do list to help you sort out your finances in the early days of a divorce or separation. And, set the tone for a productive, happy day with some healthy morning habits.

To arrange a review or to speak to one of our team, please contact this office on 02 8014 2040 or


Life Plan Financial Advisors

Dollar-cost averaging: An investor's emotional circuit breaker

The latest bout of higher sharemarket volatility reinforces the potential benefits of a disciplined investment strategy called dollar-cost averaging. It can act as an investor’s emotional circuit breaker and a means to progressively create long-term wealth.

Read full article >>

Determine your retirement goals

Determining retirement goals is undoubtedly at the core of most personal financial plans.

Read full article >>

Your key financial to - dos after divorce or separation

Feeling lost after divorce or separation? This practical to-do list will help you on where to begin.

Read full article >>

Estate planning for business owners

Make sure your assets and money goes towards your loved ones. Business owners can learn to plan for their death and estate planning.

Read full article >>

7 Things Healthy People Do Every Morning

My alarm is set to the song "Happy" by Pharrell Williams. It’s impossible to not smile when this song plays. This, combined with the other habits below, set the tone for a productive, happy and healthy day.

Read full article >>