5 Tips for an amazing life after retirement

16 May

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

Steps to building an emergency fund & why do you need one

25 April

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]

Maximising Wealth in Real Estate: Strategic Tax Structures and the Power of Professional Advice

4 April

Building wealth through property investment has long been a cornerstone of financial success for many individuals. The allure of real estate lies not just in its tangible nature but also in the various strategies and structures available to optimise...[Read More]

Understanding the five key areas of personal finances

8 February

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]

What is your “big picture” ?

1 February

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Retirement planning tips and mistakes to sidestep

1 February

Whether you’re in your 30s, 40s, or 50s, the importance of retirement planning cannot be overstated. Starting early allows you to build a secure financial foundation for your retirement years. However, the strategies and concerns differ based on...[Read More]

The difference between shares and bananas

25 January

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Top 5 things to do as you plan for the year ahead

4 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]

Top 5 financial New Year’s resolutions to achieve in the new year

28 December

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[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]

Navigating the Emotional and Financial Aspects of Inheriting Wealth

16 November

Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[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]

Things to do for a happy life after retirement

12 October

Are you the employee who eagerly waits for retirement day or one who fears it because they are not prepared? While there is no blueprint for a happy retirement, some actions can help increase the chances of having an enjoyable life after...[Read More]

Setting Financial Goals – the basics & benefits

5 October

Saving a few dollars today can add up to a lot of money later on – cash that you can use to start investing, pay off your debt repayment, or save for retirement. But to ensure you have a clear direction and achieve what you want, you need to start...[Read More]