Did You Know?

  • Living with higher-for-longer interest rates

    Updated on Investing

    Interest rates are rising, and the Reserve Bank of Australia (RBA) has hinted that they could stay elevated for longer than expected. While people who live off their investments, including…

  • Financial Wellbeing: More than Just Numbers

    Updated on Education

    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.

  • The Real Value of Financial Advice

    Updated on Education, Finance

    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.

  • Understanding Your Money Story, and Why It Matters

    Updated on Finance

    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.

  • Your 10-step personal financial audit checklist

    Updated on Budgeting, Debt

    There’s a growing issue facing families today, and it spans three generations. At the heart of it is the younger generation—the first-time homebuyers—who are struggling to break into the property market. This challenge isn’t just theirs to bear; it’s one that also involves their parents and grandparents, who want to see them succeed but are grappling with how to provide the right kind of support without overstepping or creating dependency.

  • Teaching Kids About Money – Simple Ways to Build Healthy Habits

    Updated on Budgeting, Education, Investing

    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.

  • You Don’t Need High Risk Debt to Become Wealthy 

    Updated on Debt

    There’s a growing issue facing families today, and it spans three generations. At the heart of it is the younger generation—the first-time homebuyers—who are struggling to break into the property market. This challenge isn’t just theirs to bear; it’s one that also involves their parents and grandparents, who want to see them succeed but are grappling with how to provide the right kind of support without overstepping or creating dependency.

  • Talking Money, Strengthening Relationships

    Updated on Budgeting, Finance

    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.

  • Three Generations, One Goal: Helping Young Australians Buy Their First Home  

    Updated on Aged Care, Finance, Retirement

    There’s a growing issue facing families today, and it spans three generations. At the heart of it is the younger generation—the first-time homebuyers—who are struggling to break into the property market. This challenge isn’t just theirs to bear; it’s one that also involves their parents and grandparents, who want to see them succeed but are grappling with how to provide the right kind of support without overstepping or creating dependency.

  • Cheer today, debt tomorrow

    Updated on Budgeting, Debt, Finance

    From early November retailers have been telling us what we can’t live without and what our kids must have if they are to still love us on Christmas Day. It’s easy to get caught up in the momentum. Of course, the downside is you end up with the post-Christmas blues when the credit card statements arrive. This may mean that wealth plans get scrapped because you have to pay off the debt first.

  • Transition to retirement pensions: A step-by-step guide

    Updated on Retirement, Superannuation

    As you progress towards retirement age, the idea of reducing your working hours can be appealing, especially if you can do it without reducing your income. Fortunately, there is a way to do this. It’s called a Transition to Retirement Income Stream (TTRIS), which allows you to supplement your part-time income with regular payments from your superannuation savings.

  • Planning for Life’s What-Ifs

    Updated on Finance, Insurance

    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.

End of content

End of content