Finance Archives - Andrew Rowan Wealth Management

February 25, 2020

2018-19 financial year: Top 10 legislative updates (Repost)

We are now into the 2018-19 financial year; there are several finalised (as well as pending) legislative updates that are due to take effect either from 1 July or later in the year. In this…

Andrew Rowan

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Wealth accumulation and the FIRE movement

Finance Investment Lifestyle

May 6, 2019

Wealth accumulation and the FIRE movement

Written and accurate as at: 15 Apr 2019 No one person has the same financial situation, goals and objectives. Given this, we all walk our own individual path towards achieving financial independence (and, ultimately retirement). In saying that,…

Andrew Rowan

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Understanding the path of the financial lifecycle

Finance

May 6, 2019

Understanding the path of the financial lifecycle

Written and accurate as at: 9 Oct 2018 When you think about it, whilst you may enjoy your work and feel that you are making a difference, one other reason for fronting up each day…

Andrew Rowan

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Personal Insurances: Insurance Premium Variables

Finance Insurance Personal Finance

March 15, 2019

Personal Insurances: Insurance Premium Variables

Insurance premiums can vary considerably from one person to the next due to the diverse range of variables at play. In this article, we explore several of these variables via a case study. Written and…

Andrew Rowan

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Finance Investment Superannuation

March 15, 2019

Spotlight on Investment Risk Profiles

Whether you are a wealth accumulator or retiree, determining an appropriate investment risk profile is important. In this article, we discuss the process behind this in further detail. Written and accurate as at: 12 Mar…

Andrew Rowan

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Life event: Helpful tips to save for a home deposit

Advice Finance Life

February 15, 2019

Life event: Helpful tips to save for a home deposit

For first homebuyers especially, saving for a home deposit can often take a considerable amount of time and effort. In this article, we offer some helpful tips. Written and accurate as at: 13 Feb 2019…

Andrew Rowan

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Featured Finance Household Expenses Life Personal Finance

January 15, 2019

Your 2019 financial health check

With 2019 here, it’s time to kick-start your personal finances for the year ahead. In this article, we provide you with a financial checklist to help you take stock of your personal circumstances. Written and…

Andrew Rowan

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An Exercise on Financial Literacy for Kids

Children Family Finance

January 11, 2019

An Exercise on Financial Literacy for Kids

Financial literacy is an important life skill. In this article, we provide you with a simple exercise that you may find helpful in terms of getting the ball rolling with your children. Written and accurate…

Andrew Rowan

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Protecting your loved ones: Child trauma benefit

Advice Finance

March 9, 2018

Protecting your loved ones: Child trauma benefit

Published on 9 March 2018 When considering personal insurances, often you may first think about protecting your household financially from unexpected events (e.g. a passing, sickness or injury) that may occur to yourself; However, unfortunately…

Andrew Rowan

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Advice Business Featured Finance Investment Retirement

February 7, 2018

When Does a Blip Become News?

If you’ve been observing the news over the last couple of days, you could be forgiven for thinking there was a major catastrophe underway. A quick scan of the news provides for the following headlines;…

Andrew Rowan

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2018-19 financial year: Top 10 legislative updates (Repost)

Wealth accumulation and the FIRE movement

Understanding the path of the financial lifecycle

Personal Insurances: Insurance Premium Variables

Spotlight on Investment Risk Profiles

Life event: Helpful tips to save for a home deposit

Your 2019 financial health check

An Exercise on Financial Literacy for Kids

Protecting your loved ones: Child trauma benefit

When Does a Blip Become News?

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