Quarterly Economic Update: January-March 2024
The first quarter of 2024 saw the Government roll out considerable changes to the Stage 3 Tax Cuts, inflation continuing to slow but remaining stubbornly high across some areas, surging…
Avoid passing bad money habits on to your children
Generally speaking, we Australians are pretty financially savvy, that is, we understand the how and why of effectively managing our money. Unfortunately, that doesn’t mean we’re actually putting that know-how…
Is Worker’s Compensation Enough?
No matter what kind of job you have, there is always a possibility of falling sick or getting injured, regardless of the type of work you do. That’s why every…
Charting a course to financial recovery
Australian Bureau of Statistics, (ABS) figures indicate that between 2017-2018 and 2019-2020 total average household debt rose from $190,000 to $204,000. That’s an increase of over 7% in two years! …
Achieving financial freedom
What does financial freedom mean to you? The ability to travel the world and build a dream home? Or to be able to enjoy a simple but active retirement, and…
Building financial resilience
Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So what can you do…
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,…
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…
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…
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…
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…
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…
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…
Roadmap to retiring young
The dream of retiring young is one that captivates many peoples’ imaginations. The freedom to live life on your own terms, doing what you want, when you want is undeniably…
Quarterly Economic Update: Jul – Sep 2023
Australia’s annual inflation rate has taken an unexpected step up, increasing pressure on the Reserve Bank to push interest rates higher and once again raising the prospect that Australia will…
How to invest: Secrets learnt from 20+ years in finance
Presented by Rob Goudie, CFP, Dip FP For the past 20+ years Rob has been working with superannuation investors, small business owners (including farmers) and direct share enthusiasts who love…
How to pay off your Home Loan FASTER!
Presented by Rob Goudie Live a life where you are in control of your finances so you can focus on what’s really important to you! We all have that dream…
Beating Mortgage Stress
Presented by Rob Goudie Beating Mortgage Stress: How to recognise it and how to fix it! With the number of borrowers behind in their mortgage repayments growing year on year…
Investing In The Right Asset Class
Presented by Peter Thornhill ‘”Absolute gold” for determining where to invest’ – Rob Goudie Wanting to understand the best areas to invest to get the best results for your savings?…
Beginners Guide to Super
There are many parts to Australia’s superannuation system, but with a basic understanding it all begins to make perfect sense and the earlier you understand it, you’ll have confidence to…
How Super Works
It’s never too early to start thinking about your super. Superannuation, or ‘super’, is money saved now, for you to enjoy in your retirement. Your employer should pay 9.5% of…
Understanding Credit Cards
So … one of the biggest mistakes we can make is using a credit card without really understanding how it works. Credit cards can save you money, or they can completely…
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Is the share market risky?
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Changes to Paid Parental Leave explained
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EOFY Planning: 4 things to consider
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Couple goals: Making money work in a relationship
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What do financial advisers think about cryptocurrency?
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From Budgets to Bliss: Tips for Aussie Families
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How to retire on $650,000 as a couple
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Smart investing: Strategies for 1K, 5K & 50K budgets
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What 2023 taught us about Investing
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Relationships & Money #relationship #money
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The investment industry contradiction
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True/False: Time in the market or Timing the market?
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What makes a great investor?
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Ways to win in 2024
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How to make tax-smart charitable donations
Selling The Farm: 9 Things You Need To Know
You only get to sell the farm once. Let’s get it right and make retirement awesome! Early planning before selling the farm can put you in the position to reduce…
How to Retire Well eBook
Let’s explore what retirement really means – it’s not just about the dollars, but about findingnew purposes, interests, and connections. In this book, we dig into how having a reason…
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…
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…
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…
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…
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…
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…
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…
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…
General Advice Warning
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.