Money
Investing can be a roller coaster: 3 tips for riding the ups and downs
17 April
Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy. Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]
The difference between bananas, stocks and bonds
10 April
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Managing debt: a strategic approach to financial freedom
3 April
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
The relationship between marriage and money
20 March
Marrying someone who shares your financial values may be one of the best financial decisions youâll 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 anyoneâs 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]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapterâone 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]
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]
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 youâre purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Booking your ideal holiday: travel agent vs. DIY planning
20 February
When planning a holiday, one of the first decisions youâll 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]
Top 10 questions to ask your financial adviser and why a close relationship is key through lifeâs stages
13 February
Financial advice isnât a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether youâre just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
Your ultimate guide to planning a dream trip
13 February
Planning your dream trip is like painting on a blank canvasâeach detail you add brings your adventure to life. Whether youâre envisioning a sun-soaked beach retreat, a bustling city exploration, or a serene mountain escape, the journey from...[Read More]
Exploring and acting on your interests can open doors you never imagined
6 February
Starting something new is an exhilarating yet daunting experience. Whether itâs pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[Read More]
The legal issues most people face and the importance of seeking advice
23 January
Legal issues are an inevitable part of life. Whether youâre dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[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]