Active or Index Funds: What’s Your Best Bet?
Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds,…
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Nailing your job hunt: A guide for school leavers
Every January, countless school leavers across Australia embark on their job-hunting journey. A NSW Government survey conducted in 2021 found that of 42,388 secondary school leavers, approximately 50% continued to…
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Quarterly Economic Update: Oct – Dec 2023
Global growth is forecast to slow and remain below its historical average in 2024, reflective of tighter monetary policy in advanced economies, as well as a soft outlook for China….
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Post Christmas Sales – A Survival Guide
We’ve all experienced it… the undeniable allure of post-Christmas sales. No sooner has Christmas wrapped up for the year than the frenzy of Boxing Day Sales descends upon us. Every…
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How to be great with money!
Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic…
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Insights from Real-Life Client Success Stories
In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…
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Cybersecurity: Tips to keep you cyber safe
In our latest podcast, join hosts Rob and Amy as they delve into the intriguing world of cybersecurity following a captivating seminar attended by industry experts. The seminar’s presenter, who…
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A Self-Employed Superannuation Guide
When you’re at the helm of your own business, it’s easy to get caught up in the whirlwind of the present – chasing sales, generating leads, and growing your business….
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Borrowing to Invest
Dive into the strategies of borrowing for investment in our latest episode! From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over…
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Keeping you at home: In-home support for aging adults and their families
Home Instead is a national provider of in-home care designed to enrich the lives of aging adults and their families. In this episode, join Rob and Home Instead Care Services…
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The challenges of being a Carer
Caring for a loved one can be deeply fulfilling but brings its fair share of challenges too – as Laura discovered. When her mother Shelly had a stroke, she didn’t…
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Your recession survival guide
In the ever-fluctuating world of economics, recessions are an inevitable part of the financial cycle. While they can be daunting, understanding their nature and preparing for their impact can make…
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Investing: Strategies for age 55+ investors
In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…
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Financial Independence eBook
Unlock the path to financial freedom with “THE FIVE KEY COMPONENTS of FINANCIAL INDEPENDENCE.” This insightful eBook lays out a roadmap to take control of your finances, starting with a…
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Investing In Your Future eBook
Unlock the power of your superannuation with “Investing in Your Future! EVERYTHING you wanted to know about SUPER.” This comprehensive eBook demystifies the complexities of superannuation, offering easy-to-understand insights on…
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Life Insurance eBook
Secure your peace of mind with ‘Protecting What Matters Most!’ Dive into the world of Life Insurance with these 4 essential insights. While it may not be the most exciting…
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Financial Freedom Starts Here! eBook
Unlock the path to Financial Freedom with ‘Financial Freedom Starts Here!’ This eBook outlines 5 crucial steps to help you take control of your financial future. From breaking the cycle…
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Super Cheat Sheet eBook
Discover the ultimate Superannuation Cheat Sheet, unveiling FIVE PROVEN WAYS to safeguard your retirement and investment income. Take control with 5 essential steps to personalise your investment strategy, explore property…
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Home Loan Nightmares eBook
Unearth the secrets of Home Loan NIGHTMARES in this eye-opening eBook. Discover the five things the bank doesn’t want you to know. Gain clarity and confidence as you explore Dirty…
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Aged Care eBook
Unlock the secrets of Aged Care planning with our comprehensive eBook. Discover the critical first step of assessment by the Aged Care Assessment Team and craft a smart funding strategy…
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Selling the Farm eBook
Discover the essential steps to successfully SELLING THE FARM in this insightful eBook. With decades of hard work behind you, it’s time to explore why selling may be the right…
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Financial Education for a Successful Future
Think back to when you got your first job and that sweet taste of financial independence. Regardless of what age you started working, it’s unlikely you knew how to manage…
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Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about…
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Discovering Your Financial Mindset
In the quest for financial stability and success, we often focus on tangible elements like earning more money, saving diligently, or investing wisely. But have you ever stopped to consider the…
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