Money
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
The 12 days of Christmas: A goals-based approach to financial planning
4 December
The festive season is traditionally a time of celebration, generosity, and reflection. But it’s also the perfect opportunity to pause and assess our financial wellbeing. As the year draws to a close, many of us think about what we hope to...[Read More]
Helpful tips to save money this Christmas
4 December
Christmas always brings with it a certain warmth and cheer, and yet these days, a lot of people are feeling the pinch financially. As Christmas approaches, people consider all the items they need to buy for friends and family. Because of the current...[Read More]
Uni debts slashed for more than one million Australians
4 December
Half of all Australians with a student debt have had their loans slashed by 20 per cent. The Australian Taxation Office will automatically apply the one-off reduction, with a further 1.5 million people to receive the cut by the end of next week. In...[Read More]
Strategies for adult children moving out of home
27 November
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]
10 money-saving tips to help build up your savings for the future
20 November
Are you looking to build up your savings for the future, but don’t know how or where to start? Check out these money-saving tips you can apply today. Whether you’re looking to save money for financial security, investment, a future purchase...[Read More]
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]
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]
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
9 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]
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]
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]