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Welcome to our Blog, where you will find interesting articles, tips and insights. Enjoy the articles and contact us if you would like to discuss any of the content or arrange a friendly discussion with one of our qualified and experienced financial planners.
Make festive season conversations matter: Support for elderly family members
The festive season brings families together from near and far. If you notice signs that an older family member is experiencing the declines of ageing, be observant and take the opportunity to start a conversation.
Kathryn Price
1 day ago2 min read
Rising Deeming Rates: What Does It Mean?
Deeming Rates are rising on the 20th September 2025. If you are a self funded retiree, receive the Age Pension or are utilising aged care services (including home care), these changes may have a significant effect on you or your loved one.
Kathryn Price
Sep 82 min read
Retirement Planning: Your Goals, Dreams, and Financial Milestones
As you move into your 50s and 60s, thoughts of retirement can fill your mind with both excitement and uncertainty. This is a unique time...
PLM Financial Group
Jun 274 min read
Navigating the Storm: How to Stay Resilient in the Face of Sudden Market Plunges
Stay the course and avoid panic selling.
PLM Financial Group
Apr 73 min read
Staying Steady: Navigating Market Volatility and Trump's Tariffs with a Long-Term Focus
Recent tariffs have had significant impact on markets, this article explains the importance of a long-term perspective.
PLM Financial Group
Apr 44 min read
Aged Care Fee Changes: What You Need to Know
Legislation will reshape how aged care is funded and navigating these changes can be complex.
Kathryn Price
Mar 273 min read
Tariffs Explained and their Global Effect
What are Tariffs and what impact can they have on global economies?
PLM Financial Group
Mar 53 min read
The Secret to Building Wealth: How Strategic Financial Advice Can Secure Your Future Retirement
The importance of finding the right guidance to build your financial wealth and achieve your retirement goals.
PLM Financial Group
Jan 243 min read
Aged Care: Recognising the Signs When Your Ageing Loved One Needs Help
Recognising when your elderly loved one is struggling can be difficult. They often assure assure us they are coping well. What can you do?
Kathryn Price
Nov 26, 20243 min read
Financial Planners: What Do They Really Do?
Financial planners are essential to provide a roadmap for helping you to achieve your own financial goals and aspirations.
PLM Financial Group
Nov 8, 20244 min read
Navigating the Aged Care System: Understanding Financial Advice, Entry Steps, and Funding
The aged care system can be challenging and overwhelming. A financial planner specialising in Aged Care provides crucial advice and support.
Kathryn Price
Nov 4, 20244 min read
How to Find the Best Financial Planner For You
Choosing the best financial planner for you can make a significant difference in your financial journey.
PLM Financial Group
Nov 4, 20243 min read
How can timeless financial quotes shape our view of wealth and success?
Explore powerful financial quotes that inspire and guide us on about wealth, achievement and overall financial health.
PLM Financial Group
Nov 4, 20244 min read
Get ready for Christmas: An Analysis of the Best Selling Finance Books
This post dives into some of the most influential finance books, offering a thorough look at their key points, benefits and drawbacks.
PLM Financial Group
Nov 1, 20245 min read
Warren Buffett's Impact on Investment Markets
Warren Buffett's strategies and philosophies have had significant influence on investors and shaped market dynamics.
PLM Financial Group
Nov 1, 20243 min read
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