Mar 1Time in the Market, not timing the marketThe current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...
Mar 1Using your home equity to investWhether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...
Feb 27Retirement - 3 investment strategies to make your money lastWondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
Jan 11New Year Intentions 2022It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
Nov 11, 2021Should we keep our former home as an investment?Upgrading your home and want to know if you should keep your former home as an investment property? This is a common question we are...
Nov 8, 20213 threats to your retirementPreparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...
Nov 7, 2021Is it a scam?New data released Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a...
Oct 6, 2021It is Financial Planning WeekThis year’s 21st edition of Financial Planning Week runs from 4 – 9 October 2021 and World Financial Planning Day is happening on...
Aug 3, 2021Super Changes 1 July 2021The new financial year brings in a few changes for your superannuation. The Super Guarantee increases to 10% From 1 July the rate of...
Aug 3, 2021Book Review – Atomic HabitsNothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...
Aug 3, 2021Inflation Worries?It’s the topic du jour with economists. So we thought it helpful to briefly recap what has led to inflation being the topic on everyone’s...
Jul 5, 20218 tips to financial success!There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...
Apr 23, 2021Direct vs Advised Personal Insurance: Pros and ConsWe’ve all seen them: those TV ads promising to connect you with a personal insurance policy in just a few moments, without having to...
Apr 23, 2021The Transfer of Family WealthIn Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...
Apr 22, 20214 Ways To Be A Good Investor In A Post-Pandemic LandscapeIt’s no secret: 2020 was a year that changed everything for investors. The spread of COVID-19 and its impact across the world resulted in...
Feb 19, 2021You’ve got a home, now what?In most parts of Australia, people strive towards home ownership and while it’s not for everyone, it is one of the most common goals we...
Feb 1, 2021Am I retirement Ready?Now that the holiday season is over, do you find yourself yearning to stop work altogether? I regularly receive emails and calls from my...
Dec 31, 2020New Year IntentionsIt’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
Dec 21, 2020My top 3 songs for 2020I am about to admit a bad habit that I have. When someone says something that is a line in a song, I can’t help but burst into that song...
Oct 20, 2020Smart steps to reduce your debt by retirementFor many of us long term debt is something we become quite accustomed to. Mortgage lenders offer 25-30 year terms so it not hard to see...