Alex Ho - Financial Planner

03/01/2022

With a new year finally upon us, now’s the perfect time to say bye-bye to bad habits and get your finances on track. Here are five things you can do to set yourself up for financial success in the new year.

With a new year just around the corner, now’s the perfect time to say bye-bye to bad habits and get your finances on track. Here are five things you can do to set yourself up for financial success in the new year. Whether you’ve been naughty or nice all year long, it’s likely that a …

10/11/2021

More than 1m Aussies learnt they were in a dud super fund and did nothing!

https://www.afr.com/politics/more-than-1m-aussies-learnt-they-were-in-a-dud-super-fund-and-did-nothing-20211110-p597n2?utm_medium=social&utm_campaign=nc&utm_source=Facebook&fbclid=IwAR2qClIhTNTIVogyB79kaMdQyevcqekIMhIytTl7cfI4ktYRpfOLvATE9uA =1636527871

Laggard super funds have kept almost all of their members, in part by sending misleading messages and promoting other benefits such as theme park discounts.

08/10/2021

Australia is soon entering a new year of ‘living with COVID’ and it’s promising to see a number of Australians are currently seeking advice from a professional financial planner or through a digital platform.

Financial Planning Week is the perfect time for you to think ahead and create a plan to improve your financial wellbeing – now and into the future.

17/03/2021

What does it really cost to raise kids?

We often hear that raising kids is expensive, but just how much will it cost you over the first five, 10 or 20 years? Here’s a closer look at the costs of each stage of life.

We often hear that raising kids is expensive, but just how much will it cost you over the first five, 10 or 20 years? Here’s a closer look at the costs of each stage of life.

11/03/2021

Buying a home in 2021? Read this first!

Thinking about making a sea-change or tree-change? Wondering if it’s a good time to buy in the city? With house prices rising fast across most of the country, here’s what you need to know to get onto the property ladder.

03/12/2020

Be a smart gift-giver this holiday season! 🎁

After a year like no other, many of us are looking forward to a relaxing holiday season shared with family and friends. Check out these easy ways to stretch your Christmas gift budget further, so you can enjoy more family time, without the financial drama.

After a year like no other, many of us are looking forward to a relaxing holiday season shared with family and friends. Check out these easy ways to stretch your Christmas gift budget further, so you can enjoy more family time, without the financial drama.

07/10/2020

On Tuesday the 6th of October 2020, the Australian Government handed down its Federal Budget. It’s important that you take the time to understand what the Budget proposals mean – and how they might affect you personally.
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I’ve included a Federal Budget snapshot below that explains some of the key outcomes and what they mean to you.
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Supporting you through the changes - This year has been a challenging time for everyone and so if you have any concerns, or would like to discuss your financial strategy, it’s more important than ever to get in touch. Feel free to give me a call or send me a message!
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https://fpa.com.au/wp-content/uploads/2020/10/FPABudgetWrap_2020.pdf

06/10/2020

Research from shows "Depletion of savings" is the biggest financial worry among Australians, followed by "Job security" and "Retirement / erosion of super".
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If these topics concern you, please reach out to us for an initial planning session!
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26/08/2020

See my chat with Morey Health where I outline a discretionary spend budget that you could implement!
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See the whole thing - https://www.youtube.com/watch?v=2BEk1dbfTS4&feature=youtu.be&fbclid=IwAR1NC_hd38kq2ndgwfM-xTIsdutI-HrAu6AFmPBJnA_cVzMhWHwHvfO2t2Q
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If you have any questions about anything finance related, please don't hesitate to send me a message!

19/08/2020

What's the biggest barrier to entry when purchasing a house as a millennial?
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I explain it briefly in my chat with Morey Health.
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See the whole chat - https://www.youtube.com/watch?v=2BEk1dbfTS4&feature=youtu.be&fbclid=IwAR1NC_hd38kq2ndgwfM-xTIsdutI-HrAu6AFmPBJnA_cVzMhWHwHvfO2t2Q

20/07/2020

Check out this Podcast I did with Morey Health. We chat about all things health and financial related!

I hope this adds some value to your day to day lives and if you have any questions, don't hesitate to reach out!