Avoid Lifestyle Inflation

Avoid Lifestyle Inflation

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Wait! Before you buy that…

Wait! Before you buy that…

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Numbers vs. Emotions: The Real Game of Investing   

Numbers vs. Emotions: The Real Game of Investing   

When people think about investing, they often focus on the numbers: analysing balance sheets, forecasting earnings growth, understanding sectors, and evaluating dividend yields and price-to-earnings ratios. While these elements are…

Investing for income 

Investing for income 

Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk might…

Is your money mindset holding you back?

Is your money mindset holding you back?

Does your Money Mindset have your back? Or… Is it holding you back?   If you’ve never really thought about it, you’d be forgiven. When it comes to our financial success,…

6 steps to a Happy New Financial Year

6 steps to a Happy New Financial Year

The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good!  We’ve broken it…

Get ready for June 30 now!

Get ready for June 30 now!

When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open…

Quarterly Economic Update: April-June 2022

Quarterly Economic Update: April-June 2022

The price of a lowly head of lettuce has never been a recognised barometer of the strength of the Australian economy, that is until the media started reporting iceberg lettuces…

The female investor

The female investor

Investment and portfolio building has traditionally been a male-dominated world, but these days more women are trading on the market – and they’re good at it! According to an ASX…

Financial Advice, Royal Commission and You

Financial Advice, Royal Commission and You

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry delivered its final report in February 2019, capping off a process that revealed the unethical and, in…

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