FEATURED ARTICLE

  • Be Curious, Not Judgemental: A Path to Better Financial and Mental Wellbeing

    It’s easy to make quick judgements about others’ financial choices or even our own. We see someone splurging on something and think, “Why aren’t they saving that money?” Or we might be hard on ourselves for not having the perfect budget or for making a purchase that wasn’t strictly necessary. ...

  • Finding Financial Harmony: Balancing Saving, Spending, and Giving

    Managing your money is like laying the foundation for a secure financial future, whether you're a seasoned investor or just starting out on your financial journey, you need to find your financial harmony. Getting a handle on this aspect of your life can truly make a difference in both your ...

  • I’ve reached 60, now what do I do?

    Reaching age 60 and retiring after a lifetime in the workforce can be very daunting, even if you have enough financially with your superannuation and savings.  This can truly mark the beginning of a new chapter in your life, I like to call the ‘Third Act’. Here are some things ...

  • Jamila’s story – divorced and needing a plan

    Jamila’s story is one that, unfortunately, is not atypical of the people we see at a very difficult time in their lives. In Jamila’s case a major shift to her life came not through the death or illness of her partner, but as a result of a divorce in her ...

  • Unravelling your Financial DNA: why it’s so important to understand your Money Personality

    Money is a big part of our lives, influencing our choices and opportunities. Each person's relationship with money is unique and understanding your "money personality" is like learning about yourself. It's more than just knowing – it's a tool that can shape how your financial future looks. In this essay, ...

  • Worried about buying a home with interest rates on the rise?

    Worried about buying a home with interest rates on the rise? It might seem a bit intimidating, but there are some major benefits still to consider that make it worthwhile, including negative gearing, and let's break them down: 1. Capital Growth: If you are looking to build assets whether property, ...

  • Let’s finally get real about New Year’s resolutions

    If you don’t want to give up after about three months which is on average how long we last on NY resolutions, you need to follow these simple steps but importantly it’s the last one that makes all the difference.  What’s also different about this set of steps, I have ...

  • The Magic of Christmas: How money used properly can create unforgettable memories

    Ah, the jingle of bells, the sweet smell of gingerbread (my daughter does it better than anyone else I know), and the twinkling lights that transform ordinary streets into magical wonderlands – you definitely know it’s Christmas, only thing is, it’s also beach weather and down under, I feel we ...

  • Leveraging Technology: How You Can Use Technology to Manage Your Money

    In today's fast-paced digital world, technology has become an integral part of our daily lives. From smartphones to smart home devices, technology has transformed the way we communicate, work, and even manage our finances. In this article, I will explore how you can leverage technology to manage your money effectively ...

  • Understanding the Rise of Inheritance Impatience

    Inheritance impatience, a term gaining traction in today's aging society, sheds light on a growing trend that carries significant consequences. As our life expectancies increase, so does the wait for the transfer of wealth from one generation to the next. Adult children may not receive an inheritance until they themselves ...

  • Why Financial Wellness in the Workplace matters!

    Following the COVID years and the isolation of working from home, many people have struggled to make ends meet, which has become a significant source of financial stress and anxiety. This has made it tough for many employees to focus on their daily activities, and be as productive as they ...

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