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Thoughts

When it comes to getting financial advice, it's imperative to find someone you trust. Once you have decided to consult a financial adviser, we share some tips to help you with this process. 

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Given the year that we have had, for the AAN Growth Model to be currently sitting at 13.68% for the last 12 months, and the AAN Core Model at 11.45%, is something our team are particularly happy with. These results are based on a variety of factors, including some of the decisions the Investment Committee and the underlying fund managers have made, along with market movements and momentum.

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2020 has been an interesting and challenging year. While we can talk about bush fires, COVID-19, Australian State and United States elections, the real story is the impact of a rapidly changing world on the various generations and how that will play out in the coming years. 

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This year as undeniable been one we won't forget in a hurry. But among the turmoil that came about as a result of COVID-19, there were certainly still lots of healthy, wealthy and happy moments for our clients and our team. Read all about highlights amongst our team as well as our reflection on what we have discovered throughout 2020 when it comes to home and investment property lending as well as investing.

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We know life insurance can feel morbid and boring, but is a crucial component in your financial plan. We tackle six misconceptions to provide a better understanding on why you may need insurance and other important considerations to consider.

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The silly season can be a time of fun and frivolity, but it can also take its toll on our mental health. Spending time with or without family and friends, financial stresses, packed calendars and long to-do lists might seem overwhelming, and more stressful than day-to-day life.

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There are several simple ways to keep your Christmas budget from blowing out of control. For instance, a trusty savings plan and traditional lay-by services are two of the best ways to save money this Christmas. However, we’ve compiled a list of other tips and tricks that you may not have considered

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Aged care can be a tough subject for many families to broach, but as we enjoy longer lives, there’s a growing likelihood that at least part of our final years will be spent in formal care.

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Our overconfidence in our abilities can lead us to overestimate our ability to pick investments and estimate future performance. We also mention some investing principles that can help overcome overconfidence with regards to investing.

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