Achieving your big picture with the guidance of a financial adviser
25 September
From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future.Â
Others may picture a...[Read More]
Managing debt: the key to conquering It
18 September
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]
AI financial advice not always right on the money
18 September
When social media influencer Natasha Etschmann learned almost half of Australian investors were turning to artificial intelligence tools for financial advice, she wasn’t surprised.
The FORBES 30under30 recipient started giving financial advice on...[Read More]
Pricey bills to carry clear alerts for cheaper plans
18 September
Energy companies will soon need to warn consumers if they are paying too much for electricity and gas.
The rule announced on Thursday will require all retailers to alert consumers to any “better offer” available to them and will come into effect...[Read More]
The relationship between money and marriage
11 September
Marrying someone who shares your financial values may be one of the best financial decisions you’ll ever make.Â
Money can either be a strong foundation for a successful marriage or a persistent source of conflict. Financial disagreements are one...[Read More]
3 Helpful tips to grow your superannuation
21 August
Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]
The way to happiness and success in both life and work
21 August
Happiness and success are deeply intertwined but aren’t always the result of material gains or high-status positions.Â
Instead, a fulfilling life and career stem from aligning your values, passions, and actions in ways that promote well-being and...[Read More]
Tax time: why planning and professional advice matter
21 August
As we move into another financial year, many people view tax as a once-a-year obligation – gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]
Aged pensioners to feel impact of asset test changes
20 August
Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare.
For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]
Preparing for retirement: a blueprint for lasting health and happiness
14 August
Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.Â
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Here are ten top tips to help you prepare:Stay Physically...[Read More]
Cost of living: strategies for adult children moving out of home
14 August
The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out.Â
In many parts of the world, particularly in Australia, the cost of housing, groceries, transportation, and utilities has...[Read More]
Teaching your kids about investment
14 August
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
The pursuit of wealth & the illusion of endless time
7 August
In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing.Â
While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]
Understanding generational traits and financial advice needs: a guide to supporting every life stage
31 July
Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades....[Read More]
Generational attitudes toward property ownership and the importance of expert advice
31 July
Property ownership remains one of the most significant financial milestones in a person’s life. However, each generation brings its own values, challenges, and strategies to the table when it comes to buying, selling, or investing in...[Read More]
