Money
Navigating market volatility: smart tips for long-term investors
22 May
Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normal—and often necessary—part of...[Read More]
EOFY countdown: personal tax tips to maximise your refund
15 May
As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return. Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund. Whether you’re a...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether you’re looking to grow your superannuation,...[Read More]
Money, Meaning, and Mistakes: The Life and Financial Advice I’d Give My Younger Self
1 May
If I could sit down with my younger self and offer a heartfelt conversation, it would revolve around the two pillars of a well-lived life: financial wisdom and life perspective. It wouldn’t be a lecture, but more like quiet guidance—a few...[Read More]
Saving for the future: building financial security
24 April
In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]
The difference between bananas, stocks and bonds
10 April
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]
The relationship between marriage and money
20 March
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]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns. While some may view redundancy as a setback, others may see it as...[Read More]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Booking your ideal holiday: travel agent vs. DIY planning
20 February
When planning a holiday, one of the first decisions you’ll face is whether to book through a travel agent or handle the arrangements yourself. Both options have advantages and drawbacks, depending on your preferences, budget, and the complexity...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages
13 February
Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
Your ultimate guide to planning a dream trip
13 February
Planning your dream trip is like painting on a blank canvas—each detail you add brings your adventure to life. Whether you’re envisioning a sun-soaked beach retreat, a bustling city exploration, or a serene mountain escape, the journey from...[Read More]
Exploring and acting on your interests can open doors you never imagined
6 February
Starting something new is an exhilarating yet daunting experience. Whether it’s pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[Read More]
The legal issues most people face and the importance of seeking advice
23 January
Legal issues are an inevitable part of life. Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]