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    Time in the Market, not timing the market
    • Mar 1

    Time in the Market, not timing the market

    The current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...
    Using your home equity to invest
    • Mar 1

    Using your home equity to invest

    Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...
    Retirement - 3 investment strategies to make your money last
    • Feb 27

    Retirement - 3 investment strategies to make your money last

    Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
    New Year Intentions 2022
    • Jan 11

    New Year Intentions 2022

    It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
    Should we keep our former home as an investment?
    • Nov 11, 2021

    Should 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...
    3 threats to your retirement
    • Nov 8, 2021

    3 threats to your retirement

    Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...
    Is it a scam?
    • Nov 7, 2021

    Is 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...
    It is Financial Planning Week
    • Oct 6, 2021

    It is Financial Planning Week

    This year’s 21st edition of Financial Planning Week runs from 4 – 9 October 2021 and World Financial Planning Day is happening on...
    Super Changes 1 July 2021
    • Aug 3, 2021

    Super Changes 1 July 2021

    The new financial year brings in a few changes for your superannuation. The Super Guarantee increases to 10% From 1 July the rate of...
    Book Review – Atomic Habits
    • Aug 3, 2021

    Book Review – Atomic Habits

    Nothing 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...
    Inflation Worries?
    • Aug 3, 2021

    Inflation 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...
    8 tips to financial success!
    • Jul 5, 2021

    8 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...
    Direct vs Advised Personal Insurance: Pros and Cons
    • Apr 23, 2021

    Direct vs Advised Personal Insurance: Pros and Cons

    We’ve all seen them: those TV ads promising to connect you with a personal insurance policy in just a few moments, without having to...
    The Transfer of Family Wealth
    • Apr 23, 2021

    The Transfer of Family Wealth

    In Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...
    4 Ways To Be A Good Investor In A Post-Pandemic Landscape
    • Apr 22, 2021

    4 Ways To Be A Good Investor In A Post-Pandemic Landscape

    It’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...
    You’ve got a home, now what?
    • Feb 19, 2021

    You’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...
    Am I retirement Ready?
    • Feb 1, 2021

    Am 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...
    New Year Intentions
    • Dec 31, 2020

    New Year Intentions

    It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
    My top 3 songs for 2020
    • Dec 21, 2020

    My top 3 songs for 2020

    I 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...
    Smart steps to reduce your debt by retirement
    • Oct 20, 2020

    Smart steps to reduce your debt by retirement

    For 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...
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