Financial Planning
Annual Financial Goal Setting
Annual financial goal setting supports control, planning discipline, and confidence. Research shows clear goals strengthen budgeting, saving, and progress tracking.
January 10, 2026
Blog
Information & Tips On Managing Your Finances
Get informed about financial management and stay updated on the latest insights and news to ensure proper management of your finances.
Point B Planning
Insights into finance
Retirement
Can I Retire on $250,000?
Can I Retire on $250,000? A Comprehensive Guide for Australians Retirement planning often sparks questions about how much savings are needed to live comfortably. One
October 22, 2024
Retirement
Crafting Your Ideal Retirement Plan
Crafting Your Ideal Retirement Plan: A Comprehensive Guide Retirement may seem like a distant event, but in reality, the day you step away from full-time
October 10, 2024
Financial Planning
Setting and Achieving Financial Goals
Designing a Fulfilled Life by Setting and Achieving Financial Goals Financial planning isn’t just about managing money—it’s about designing a roadmap that aligns your financial
July 1, 2024
Financial Planning
Cash Flow Analysis and Budgeting
Understanding Where Your Money Goes Understanding your cash flow and managing your budget is not just a financial task; it’s a powerful tool that empowers
June 30, 2024
Savings
How to Reduce Debts Quicker
Debt consolidation – How to reduce multiple debts quicker What is consolidation and what is the process Advantages What are disadvantages (5 min read) Debt consolidation involves combining multiple
March 31, 2024
Savings
Build your Dream Life
Don’t wait to build your dream life Key Takeaways: What’s happening at the moment with the economy When was the last time this occurred What
March 30, 2024
Financial Planning
Why Hire a Financial Advisor
Is it worth paying for a financial advisor in Australia? What differs from advisers around the globe? In the US, financial planners are similar to
March 30, 2024
Superannuation
Recent Changes to Superannuation
Recent changes to superannuation Key takeaways: Increased contribution limits from $25,000 per year to $27,500 per a year Market exposure and volatility Saving for a
March 29, 2024
