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Top 20 Reflections and Goals for 2023: Balancing Professional and Personal Growth
20 December
In the journey of life, finding balance and growth in both our professional and personal spheres is key to a fulfilling and successful year ahead; thus, this top 20 list explores critical reflections and goals that span the realms of career and...[Read More]
Preparing for retirement in today’s world
14 December
To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]
Refinancing your mortgage, should you go fixed or variable?
14 December
A mortgage refinance entails taking out a new loan to replace the old one. Refinancing a mortgage is often done by homeowners in order to obtain more advantageous or favourable interest rates or other loan features that can result in cost savings....[Read More]
Some handy tips to future-proof your family finances
14 December
If there’s anything people learned from the recessions and global crises of recent past, it’s that no one is immune to economic upheavals. Even middle to upper-class families are at the mercy of their finances when misfortune strikes. This...[Read More]
Common Investment Pitfalls to Avoid
7 December
Investing, a realm filled with potential opportunities and pitfalls, demands careful consideration to navigate successfully. Each misstep along the way can serve as a valuable lesson, contributing to a more refined and robust investment strategy....[Read More]
5 Tips to Save Money This Christmas
7 December
Christmas always brings with it a certain warmth and cheer, and yet these days, a lot of people are feeling the pinch financially. As Christmas approaches, people consider all the items they need to buy for friends and family. Because of the current...[Read More]
Why Financial Security is Paramount for a Satisfying Retirement
30 November
Retirement is often idealised as a carefree chapter in life, where one can indulge in long-postponed hobbies, travel, and quality time with loved ones. However, the idyllic vision of retirement is predicated on a foundation of financial stability....[Read More]
20 investment mistakes to be aware of
30 November
Investment, a field where even the most astute can stumble, is rife with potential missteps. However, these errors often serve as valuable learning experiences, offering insights for crafting more robust investment strategies. 20 investment mistakes...[Read More]
Managing Debt: A Strategic Approach to Financial Wellness
23 November
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
Understand if a Self Managed Super Fund (SMSF) is right for you
9 November
A self-managed super fund (SMSF) is a private superannuation fund that individuals in Australia can manage themselves. These funds differ from industry and retail super funds, as they offer more control over investment choices and insurance options....[Read More]
Understanding the Five Pillars of Personal Finance
2 November
When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection. Mastering these elements can be the difference between...[Read More]
Dreaming of an early retirement?
26 October
The idea of exiting the workforce ahead of schedule to travel the world, launch a passion project, establish a small business, engage in volunteer work, or simply enjoy life, is enticing for many. However, it’s crucial to note that planning for an...[Read More]
Managing Personal Finances: A Comprehensive Guide
26 October
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]
Is owning a business the same as having a job?
19 October
Given a chance, most people would love to own a business and be their own boss. If you have a great product or service concept, the thought of building your own company from scratch can be very attractive. After all, who doesn’t want to be the...[Read More]
Three valuable insights for effective Financial Planning
19 October
As clients seeking financial guidance and planning services, we play a crucial role in ensuring a successful partnership with our financial planners. Here are three essential insights from our perspective to enhance our collaboration with financial...[Read More]