Money
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]
Building wealth with investment properties: the right strategy and insurance for success
6 March
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]
6 tips to overcome the deposit barrier
2 January
In Australia, the deposit barrier is a significant challenge for many people who wish to buy their own homes. Saving up for a deposit can be a daunting task, especially for first-time homebuyers. The good news is that there are various...[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]
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]
Children teaching their parents about investing
24 October
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]
Overcome the Deposit Barrier With These 6 Tips
16 March
In Australia, the deposit barrier is a significant challenge for many people who wish to buy their own homes. Saving up for a deposit can be a daunting task, especially for first-time homebuyers. The good news is that there are various...[Read More]
Investing in real estate and the top 5 questions to ask your tenant
20 February
Real estate has long been a popular investment strategy due to its potential for steady cash flow, appreciation, and tax advantages. Whether you’re purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Ways to build up and protect your finance
26 December
People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[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]
Property investing: comparing residential with commercial real estate
16 January
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
The importance of seeking advice from your insurance adviser
5 December
Business insurance is more than a protective buffer—it is a critical long-term strategic decision that directly influences the sustainability and success of a business. The potential loss of productive assets such as premises, machinery, stock,...[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]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]