Steps to building an emergency fund

17 July

Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]

Making the most of your FIFO years: 10 tips for money and life

10 July

Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]

The importance of seeking advice for legal issues

10 July

Legal issues are an inevitable part of life.  Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting.  While the specifics of...[Read More]

Strategies for adult children moving out of home and overcoming the cost of living

10 July

The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out.  In many parts of the world, particularly in Australia, the cost of housing, groceries, transportation, and utilities has...[Read More]

The power of planning: why to-do lists and long-term goals improve your life

3 July

In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed.  Whether it’s jotting down a few tasks on a sticky note each...[Read More]

Investment properties: the right strategy and insurance for success

3 July

For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]

Things to consider and questions to ask your landlord when renting a property to live in

3 July

Renting a property is a significant decision that can impact your lifestyle, financial situation, and overall comfort.  Whether you’re moving into your first apartment, relocating for work, or downsizing, understanding the rental process and...[Read More]

Starting the new financial year with intent: Tips for individuals and families

26 June

A new financial year presents the perfect opportunity to take stock, reset, and plan with purpose. Much like a new calendar year inspires resolutions, July 1 offers a financial “fresh start” to review your goals, refine your spending, and make...[Read More]

The importance of making a will

26 June

As we journey through life, planning for the future becomes increasingly important.  Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]

Helping kids with living expenses through early training

19 June

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]

End of Financial Year: a time for reflection and new opportunity

12 June

Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin.  While for some, it...[Read More]

End of financial year tax and super strategies: what you need to know

29 May

As the end of the financial year (EOFY) approaches, it’s an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective...[Read More]

What’s your “big picture” ?

29 May

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Navigating market volatility: smart tips for long-term investors

22 May

Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normal—and often necessary—part of...[Read More]

EOFY countdown: personal tax tips to maximise your refund

15 May

As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return.  Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund.  Whether you’re a...[Read More]