Financial Planning
Financial planning for a life well-lived
12 December
Probably the most common question asked of a financial adviser is, “How can I save more for my retirement?” Many clients believe they will outlive their super and work flat-out to save as much as they can. Whilst this endeavour may seem...[Read More]
Fortifying your finances in times of recession
14 November
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 a significant difference in weathering the...[Read More]
Financial education as a stepping stone to success
7 November
Think back to when you got your first job and first dipped your toe into financial independence. Regardless of what age you started working, it's likely the first thing you did was to spend it all. Let's face it; Australia would not get great...[Read More]
Spring into Financial Success
17 October
Spring is the perfect time to rejuvenate your financial habits as well as your garden! Here are 5 ways to set you, and your garden, up for success: Plan your garden: Start with deciding what type of garden you want. In other words, get clear...[Read More]
Financial advice – more than dollars and sense
10 October
When it comes to determining the value of a financial adviser, it comes down to more than dollars and cents. Numerous studies have shown that money is a relationship stressor, 33% of Australians find dealing with money stressful or overwhelming1,...[Read More]
The value of professional financial advice is more than money
18 July
Imagine what your life could be like. Now imagine if you had someone working with you who knew the right questions to ask to help you identify, clarify, and prioritise the goals that are most important to you. Someone who could help you understand...[Read More]
Financial success means more than money
11 July
More money is not necessarily an accurate measurement of financial success. Money is just one part of financial success. The more critical aspect is what we do with the money we earn. Real financial success is attained when the accumulation of...[Read More]
The true value of financial advisers in the age of AI
23 May
Digital advice is a hot topic, bringing with it the debate around human financial advisers potentially being replaced by Artificial Intelligence (AI) or ‘robo-advisers’. A client James, called into my office last week, explaining that his...[Read More]
Fixed rate mortgage expiring… Now what?
16 May
They say all good things must come to an end… and that includes your home loan fixed interest rate period. If your fixed rate expiry is coming up, you might have started to think about what happens next and what action you need to take. Or...[Read More]
Financial Planning for parenthood
9 May
Becoming a parent is an exciting time of adjustment and upheaval; how could such a little person create so many changes – and sleepless nights? But lack of sleep shouldn’t be caused by financial worries and reduced household...[Read More]
Retirement, recession and the rising cost of living
7 March
As the cost of living and market uncertainty continues to rise, it’s no wonder less than 15% of pre-retirees expect their retirement lifestyle to be an improvement on their current lifestyle. The Super Savvy Report 20231 by CoreData and...[Read More]
You CAN achieve one million dollars! Starting today
31 January
One of the most common questions I’m asked as a financial adviser is “will I have enough to retire?” It truly is the million-dollar question! With so many variables involved, there is no set answer, but these days with so many of us...[Read More]
What is a lifestyle on borrowed money actually costing you?
24 January
With all the convenience of credit cards and buy before you pay available today, it’s all too easy to fall into the trap of living beyond your income. But what does this convenience really cost you? Jaxon graduated TAFE at 20 and found an...[Read More]
The key to financial success is more than just numbers!
24 January
Money, finances, investments… it is easy to see why, logically, financial success could be considered a numbers game. However, real financial success requires much more than just numbers that work. It also requires passion, interest,...[Read More]
Start the New Year on the right financial footing
17 January
As we start the new year and ponder how fast the last 12 months have disappeared, many of us find ourselves thinking about our aspirations for the future. Let’s face it, we’ve worked hard throughout the past year, and now is the time to...[Read More]