From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Tapped out: cash advocates suss on mandate plan

5 November

When a power outage struck on one of Mitta Mitta Brewing Company’s busiest days of the year, three things kept the family-run business ticking over. Wood for the pizza oven, gas in the barbecue and beer lines, and cash in customers’...[Read More]

Empowering women to take control of their wealth and future

30 October

Navigating the complexities of personal finance is essential for anyone looking to secure their financial future, make sound investment choices, manage debt effectively, and plan for eventualities.    This is particularly crucial in the context of...[Read More]

Young Australians buy shares as property dream fades

22 October

What you own is more important than what you earn, according to young Australians increasingly turning to investment to get ahead, a report shows. Seven in 10 millennials and Gen Z Australians think owning assets is more critical to financial...[Read More]

Nearing retirement: Ten steps to take before you leave work

16 October

Retirement isn’t just about finishing a career — it’s about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear.  You’ve spent decades working, problem-solving,...[Read More]

Property investing: the similarities & differences between residential & commercial real estate

16 October

In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]

Navigating a career change with confidence

9 October

Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.  Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]

What to talk to kids about when starting a new job

9 October

Getting your first job is an exciting and stressful time. Kids don’t always know what to do or how to act. Giving them some advice can help them get off to a good start.  Explain that they’ve already gotten through the hard part. They made it...[Read More]

Timeline set for easing of student debt burden

8 October

Some three million Australians with a student debt will soon see their balance owed reduced as the tax office prepares to implement a 20 per cent cut. The Australian Tax Office will apply the reprieve from mid-November and anticipates half of...[Read More]

A comprehensive guide to managing your personal finances

2 October

The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]

Helping kids with managing living expenses before becoming independent

2 October

There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]

Appliance reliance: consumers want repairability labels

1 October

Australian consumers are not being given enough information about the expected life of appliances, research shows, and could be wasting money based on vague environmental claims. The trend is occurring despite more than four in five consumers...[Read More]

Aged care workers to get fourth pay bump in three years

1 October

Aged care workers will receive more money in their pocket, with a fourth pay rise in three years set to take effect. Wednesday’s increase means a level two registered nurse, which is the most common level, will receive an extra $60.20 a week, with...[Read More]

Achieving your big picture with the guidance of a financial adviser

25 September

From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future.  Others may picture a...[Read More]

Managing debt: the key to conquering It

18 September

Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]