About Financial Coaching
Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.
Located in metro Melbourne, we were established in 1969 with a mission to help our clients achieve their financial objectives.
There are few elite athletes that excel without the guidance of a knowledgeable and trusted coach. Our financial coaching process provides you with advice on how to achieve superior results, more than you would otherwise achieve alone.
Our method acknowledges there are few people who have the skills, the time or the discipline to achieve financial independence without professional coaching and a well thought out "training plan" to achieve your financial goals.
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2019 Federal Budget announcement
This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians.
7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio is harder than you think.