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Intergenerational wealth being built with property
It’s fair to say, most of us aim to be happy, healthy and wealthy. To build wealth though, it should be more than just having money sitting idly in a bank but more importantly, providing us the freedom to do the things that provide real meaning to our life. How ...
Maximising Success: The Power of Coaches in Work and Life
I believe that to truly thrive in both work and life, you need coaches to help you. You may not need them all the time but learning to outsource makes sense as we can’t do it all on our own. More importantly there are only 24 hours in the day ...
Finding Your Why: The Key to Personal and Professional Fulfillment
Previously as a financial adviser and now as a speaker/money coach, one of the first questions I asked any potential new individual or corporate client was, "What is the reason you are here?". It may seem obvious but it’s more than just about understanding their financial goals, it's about uncovering ...
How to Choose the Right Accountant for Tax Time
With the end of the financial year (EOFY) and tax time just around the corner, you might be thinking about getting an accountant to help you make the most of your tax return. Choosing the right accountant doesn’t have to be stressful—think of it like finding the perfect coffee shop ...
Rentvesting: A Modern Path to Home Ownership
In today’s difficult financial climate, owning a home can seem out of reach for many. This is where "rentvesting" comes into play - a strategy that allows you to live where you can afford and invest where it makes the most sense financially. For previous generations, buying a home was ...
Unlocking the Benefits of Paying Off Your Mortgage Early
Paying off your mortgage early might sound like a daunting task, but the benefits are substantial and can greatly enhance your financial wellbeing in the long run. Here's a breakdown of why paying off your mortgage early is valuable and some practical ways to achieve it. Why Pay Off Your ...
My 5 Priorities When It Comes To Your Finances (In Order)
In navigating the complex landscape of personal finance, the question often arises: where should one begin? Should you pay off your credit card debt or should you top up your super? Establishing a clear plan is key to reducing financial stress and securing a brighter, financially well future. Let me ...
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 ...
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