Money
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. Others may picture a...[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]
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]
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]
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]
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. Money can either be a strong foundation for a successful marriage or a persistent source of conflict. Financial disagreements are one...[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.  Here are ten top tips to help you prepare: Stay Physically...[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. 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]
Happy new financial year! Make tax efficiency your top priority
24 July
As the new financial year begins, it’s the perfect time to reassess your financial strategies and ensure you’re making the most of tax efficiency. Whether you’re a salaried worker, business owner, retiree, or investor, tax efficiency can...[Read More]
Top 5 dos and don’ts when seeking advice from a financial services professional
24 July
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]
Using a trust in estate planning: a smart move for the future
24 July
Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[Read More]
Steps to building an emergency fund
17 July
Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]
Making the most of your FIFO years: 10 tips for money and life
10 July
Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]