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Fitzroy Financial Advice
  • Home
  • About us
  • Financial Planning
    • Retirement Planning
    • Superannuation and SMSFs
    • Investment Advice
    • Wealth Creation and Protection
  • Latest News
  • Contact Us

Get your affairs sorted with an estate plan

It’s an uncomfortable truth, knowing that one day we will pass away. No-one likes to think about the distress it will cause their loved ones or what kind of burden they’ll be left with. That’s …

Read moreGet your affairs sorted with an estate plan

14 money mistakes to avoid in your younger years

Here’s a list of things you could stop doing if you no longer want to rely on the bank of mum and dad, or that credit card. Going without a budget If you’re looking for …

Read more14 money mistakes to avoid in your younger years

Five ways to shop a little smarter this Christmas

If cash flow is looking a tad grim this year, here are some ideas to up the presents under the tree, noting it’s the presence around it that really counts. We don’t need to list …

Read moreFive ways to shop a little smarter this Christmas

The growth of contactless payments

It’s a very 2020 story. Your new homemade breadmaking skills are as uneven as the lump you lifted from your oven, so you pop down to the bakers for their tasty sourdough rolls. But as …

Read moreThe growth of contactless payments

The right times for financial advice

COVID-19 has created uncertainty everywhere and impacted not just our health but our wealth too. From millennials to retirees, we’ve had to review our finances and adapt to the changing environment. We’ve seen volatile share …

Read moreThe right times for financial advice

Creative holiday ideas to inspire you

Planning a holiday gives you something to look forward to. Even if you’ve been able to maintain a kind of normal during Coronavirus, most people have experienced additional stress from the uncertainty and isolation. This …

Read moreCreative holiday ideas to inspire you

How to start saving for your future in your 20s

If you’re in your 20s, chances are that life could feel like a bit of a rollercoaster right now. The economic fallout of the coronavirus (COVID-19) may have knocked your personal finances for six and …

Read moreHow to start saving for your future in your 20s

Five tips for a better retirement

Retirement is an exciting time. It’s the long-awaited reward for a lifetime of work and, if you’ve planned it correctly, it heralds a life stage synonymous with relaxation and enjoyment. However, to make sure your …

Read moreFive tips for a better retirement

Aussie’s saving for a rainy day instead of a holiday

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money …

Read moreAussie’s saving for a rainy day instead of a holiday

A Joe Biden Presidency: Implications for Investors and Australia

Key points The US election has been close and final counting as well as legal challenges could still upset the result, but the now highly likely outcome is a Biden Presidency. While there is a …

Read moreA Joe Biden Presidency: Implications for Investors and Australia

Six steps to building good financial habits

How financially secure do you feel? Recent research1 into Australians’ financial wellness – which is a person’s satisfaction with their current and future financial situation – revealed that people with good financial habits feel more …

Read moreSix steps to building good financial habits

How to keep your super safe during COVID-19

If you’re feeling concerned about how the pandemic will affect your super balance, here are our tips to help protect and grow your super. What can affect my super balance? In Australia, your employer is …

Read moreHow to keep your super safe during COVID-19

Six ways to help reduce your debts before you retire

Carrying debt into retirement is something many Aussies will face, but the good news is there are a number of things you can do now while you’ve still got time on your side and earning …

Read moreSix ways to help reduce your debts before you retire

The future of work – a new way of working

2020 will be the year that changed the way many people work. COVID-19 introduced both societal and organisational shifts, with businesses and their employees forced to adapt quickly to new ways of working that included …

Read moreThe future of work – a new way of working

Why you need a Will

It’s no wonder people tend to avoid making a Will. We can find it hard to face the fact that death is part of our future and that there may be a time when we …

Read moreWhy you need a Will

Federal Budget 2020 – What It Means For You

The COVID-19 pandemic has had a profound impact on Australia’s health system, community and economy. The Government has provided $257 billion in support to cushion the economic impact of COVID-19. In doing so, the Treasurer …

Read moreFederal Budget 2020 – What It Means For You

When your adult children become long-term residents in your home

There’s no question young people have been hit hard by the COVID-19 pandemic. From casual job losses to widespread hiring freezes, they’re on the front line. Experts fear the youth unemployment rate, which was 16.3% in …

Read moreWhen your adult children become long-term residents in your home

What to do next if you’re facing redundancy

Uncertainty around COVID-19 might be increasing your stress levels about losing your job, but here are five ways to soften the financial blow. In April, Australia hit its highest unemployment rate in five years, and …

Read moreWhat to do next if you’re facing redundancy

How to budget for your social life in retirement

If you’re in or approaching retirement, you may be prioritising things such as living costs, utility bills, health care and even potentially helping the kids out with their future financial goals. With many Australians looking …

Read moreHow to budget for your social life in retirement

Don’t let overspending be your undoing

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a certain lifestyle is stretching your finances, it could be time to take action. From splitting …

Read moreDon’t let overspending be your undoing

Superannuation 101: Your guide to a happy retirement

Superannuation is a handy way of saving for retirement, so that you’ll have an income to live on once you’re no longer working. Your employer must pay a portion of your earnings into your superannuation …

Read moreSuperannuation 101: Your guide to a happy retirement

Some ways to use your tax refund for a stronger financial future

Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile. For many of us, getting a financial boost will be even more welcome this year, and …

Read moreSome ways to use your tax refund for a stronger financial future

Putting your own needs first

It’s a win-win idea. A parent sells their home to move in with their adult child’s family, providing cash for the deposit or renovations and helping with the mortgage and providing free childcare. In return, …

Read morePutting your own needs first

How is your credit score affected by COVID-19?

If you’re one of the many Australians financially impacted by COVID-19, who have deferred $218 billion worth of payments this year – fear not. Your credit score is unlikely to be affected by payment deferrals …

Read moreHow is your credit score affected by COVID-19?

Financial counsellor or financial planner: What’s the difference?

Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you? To …

Read moreFinancial counsellor or financial planner: What’s the difference?

Five ways to help prepare your finances for a recession

If you think storms may lie ahead, it makes sense to prepare your craft for choppy waters. With Australia facing continued economic uncertainty, it may be time to take stock of your finances and get …

Read moreFive ways to help prepare your finances for a recession

Term deposit vs savings account

Putting your money into a savings account, or in the alternative, a term deposit, are two common methods of saving. Working out whether either of these options are right for you depends on your personal …

Read moreTerm deposit vs savings account

Give yourself a new financial year check-up

Financial year 2019-20 is now behind us and there’s nothing like closing a chapter to inspire thoughts of a fresh start. But global challenges persist: Australia is officially in a recession while also bracing for …

Read moreGive yourself a new financial year check-up

Why financial wellbeing is a pillar of good health

When we talk about financial wellbeing, what do we mean? More than just earning an income, financial wellbeing is about having financial security and the freedom to make choices. There are three interrelated aspects to good financial …

Read moreWhy financial wellbeing is a pillar of good health

5 common financial mistakes to avoid during a crisis

The economic impact of the COVID-19 pandemic is playing havoc with finances for many households. In an ideal world, the financial boost should be enough and assumes that everyone was financially prepared for tough times. …

Read more5 common financial mistakes to avoid during a crisis

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Recent Posts

  • Get your affairs sorted with an estate plan February 9, 2021
  • 14 money mistakes to avoid in your younger years February 1, 2021
  • Five ways to shop a little smarter this Christmas December 7, 2020
  • The growth of contactless payments December 7, 2020
  • The right times for financial advice December 7, 2020
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