Money
The power of planning: why to-do lists and long-term goals improve your life
3 July
In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether itâs jotting down a few tasks on a sticky note each...[Read More]
Investment properties: the right strategy and insurance for success
3 July
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Things to consider and questions to ask your landlord when renting a property to live in
3 July
Renting a property is a significant decision that can impact your lifestyle, financial situation, and overall comfort. Whether youâre moving into your first apartment, relocating for work, or downsizing, understanding the rental process and...[Read More]
Starting the new financial year with intent: Tips for individuals and families
26 June
A new financial year presents the perfect opportunity to take stock, reset, and plan with purpose. Much like a new calendar year inspires resolutions, July 1 offers a financial âfresh startâ to review your goals, refine your spending, and make...[Read More]
The importance of making a will
26 June
As we journey through life, planning for the future becomes increasingly important. Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]
Helping kids with living expenses through early training
19 June
Thereâs a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief â and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your childâs teenage years or...[Read More]
End of Financial Year: a time for reflection and new opportunity
12 June
Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause â a clear marker that one financial chapter is closing and another is about to begin. While for some, it...[Read More]
End of financial year tax and super strategies: what you need to know
29 May
As the end of the financial year (EOFY) approaches, itâs an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective...[Read More]
Whatâs your âbig pictureâ ?
29 May
Even as children, people create this big picture in their minds â a reflection of how they envision their life to be. Whether your big picture is similar to whatâs called the Australian Dream (home ownership as the key to a better life) or...[Read More]
Stay the Course: Why Staying Calm in Market Volatility Matters
21 May
Stay the Course: Why Staying Calm in Market Volatility Matters The beginning of 2025 has been a turbulent ride for financial markets, and if youâre feeling uncertain, youâre not alone. The recent swings on the Australian and global share...[Read More]
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 normalâand often necessaryâpart of...[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, itâs a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether youâre looking to grow your superannuation,...[Read More]
Money, Meaning, and Mistakes: The Life and Financial Advice Iâd 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 wouldnât be a lecture, but more like quiet guidanceâa few...[Read More]
EOFY countdown: personal tax tips to maximise your refund
15 May
As the end of the financial year approaches, itâs 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 youâre a...[Read More]
Unlocking the Value of Your Home Loan: The Importance of Refinancing
8 May
For many, a home loan is one of the largest financial commitments theyâll ever make. Yet, itâs not something most people revisit often enough. Whether youâre paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]