How to feel financially secure
Explore the keys to securing your financial future in our latest podcast episode. From gaining clarity and direction to sidestepping costly mistakes, we delve into the transformative benefits of professional…
Couple Goals: Making money work in a relationship
Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice…
From Budgets to Bliss: Tips for Aussie Families
Join us as we explore the financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually,…
How to retire on $650,000 as a couple
Unlock the secrets to retiring comfortably as a couple with $650,000 in superannuation and savings. From determining spending limits to optimising tax structures, we cover it all. Learn how to…
Smart investing: Strategies for 1K, 5K & 50K budgets
Join us as we explore practical investment strategies for budgets ranging from $1,000 to $50,000. Whether you’re a beginner or seasoned investor, we offer actionable advice on fund allocation and…
What 2023 taught us about Investing
Join us as we unravel the key lessons, insights, and market trends that shaped the investment landscape over the past year. We’re breaking down the important stuff—what worked, what didn’t,…
Ways to win in 2024
How can you win in 2024? This episode explores a holistic approach to success, covering health, career, wealth, and personal growth. Discover how small habits, the Atomic Habits law, and…
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…
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…
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…
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…
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…
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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