How Financial Advice Can Help After the Loss of a Partner
Some of the most meaningful work I do as a financial adviser happens during the hardest seasons of a person’s life.
Losing a partner is one of those moments.
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Financial Wellbeing: More than Just Numbers
When most people think about financial advice, they picture investments, superannuation, or maybe insurance. But the true value of advice isn’t just about the numbers, it’s about what those numbers allow you to do in your life.
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The Real Value of Financial Advice
When most people think about financial advice, they picture investments, superannuation, or maybe insurance. But the true value of advice isn’t just about the numbers, it’s about what those numbers allow you to do in your life.
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Understanding Your Money Story, and Why It Matters
We all have a “money story.” It is the set of beliefs, habits, and emotions we carry about money, often shaped long before we ever earned our first paycheck. We all have a “money story.” It is the set of beliefs, habits, and emotions we carry about money, often shaped long before we ever earned our first paycheck.
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Teaching Kids About Money – Simple Ways to Build Healthy Habits
Talking to children about money can sometimes feel awkward, but the truth is they are learning from us every day. The way we spend, save, and talk about money shapes their attitudes well into adulthood. By teaching kids healthy money habits early, we give them confidence and skills that will last a lifetime.
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Talking Money, Strengthening Relationships
Money is one of the most common sources of stress in relationships. Whether it is with a partner, family member, or even a business partner, the way we think about and manage money can have a big impact on how we relate to each other.
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The Sandwich Generation: Managing Finances While Supporting Both Children and Ageing Parents
Many Australians find themselves in what is called the “sandwich generation.” This is the stage of life where you may still be supporting children while also stepping in to care for ageing parents. It can feel like you are being pulled in two directions, both emotionally and financially.
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Planning for Life’s What-Ifs
Life does not always go to plan. Illness, job loss, accidents, or unexpected expenses can arrive without warning. While we cannot prevent these events, we can prepare for them. Having the right protections in place provides peace of mind and ensures your family is supported when life takes a turn.
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Retirement Is More Than a Number
When most people think about retirement, they picture a dollar figure. How much super will I need? Do I have enough investments to last? While money is important, true retirement planning is about much more than a number on a page.
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Small Steps, Big Impact
When it comes to money, it is often the small, consistent steps that make the biggest difference. You do not need to make dramatic changes overnight. Building good habits and sticking with them over time can transform your financial future.
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Money and Health: The Not So Surprising Connection
When we think about health, we often picture diet, exercise, or regular check-ups. What we do not always think about is money. Yet financial wellbeing and overall wellbeing are closely linked.
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The Value of Simplicity – why simplifying your finances can reduce stress and improve outcomes.
When it comes to money, more is not always better. Multiple super funds, a handful of bank accounts, different investment platforms, and stacks of paperwork can make it hard to see the bigger picture. Simplifying your finances can reduce stress and often leads to better results.
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The Hidden Cost of Lifestyle Creep – why upgrading your lifestyle too quickly can slow down long-term goals.
It is natural to want to enjoy the rewards of hard work. A new job, a pay rise, or a bonus can make it tempting to upgrade your car, move to a bigger house, or start spending more on dining and holidays. This is called lifestyle creep, and while it feels good in the short term, it can quietly slow down your long-term financial goals.
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