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Nov 8, 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...
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...
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...
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...
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...
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...
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...
Apr 23, 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...
Feb 20, 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...
Feb 2, 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...
Jan 1, 2021
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...
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...
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...
Oct 19, 2020
The 5 elements to “real” financial planning
When you are on holidays, do you find yourself dreaming about your life always being like this? That is what an awesome, financially...
Oct 14, 2020
Understanding Risk vs Return
Record low cash rates have seen many investors forced up the risk spectrum in the search for a greater return. For retirees, this low...
Aug 6, 2020
Super balance down? Might not be so bad……
The coronavirus pandemic has led to declines in investment markets around the world. For many of us that is reflected in our super...
Aug 6, 2020
Top 3 Priorities of (almost) Everyone
I don’t think you will find any real surprises here. When we discuss goals and objectives the top three priorities we hear time and time...
Aug 6, 2020
Why I choose to be a Financial Neutral
Lockdowns and isolation have not been kind to some relationships this year. Add to the mix isolation and perhaps even financial stress...
Jun 25, 2020
Debt – Good, Bad or a bit of both?
Did you know that there are some kinds of debt that can actually work for you to build wealth and others that will essentially work...
Jun 25, 2020
Ground Control - Uncover, Discover, Recover the Road Through Recession
Our Ground Control sessions have been focused around the impacts of COVID-19 and the major oil shock on the markets. Now it’s time to...
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