The quiet power of compound interest

11 December

Albert Einstein reportedly called compound interest the “eighth wonder of the world.” Whether or not he actually said it, the sentiment holds true.  Compound interest is one of the most powerful forces in investing, not because it is flashy or...[Read More]

Super needed for retirement diverges due to home status

11 December

The amount of superannuation needed for different groups to retire, as projected by Super Consumers Australia: * Single homeowner needs $74,000 for a modest retirement spending $32,000 per year, with the rest (91 per cent) supplemented by the age...[Read More]

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]

Steps to improving your cashflow and how a qualified financial adviser can help

4 December

Imagine feeling completely on top of your finances — knowing your money is working as hard for you as you work for it.  A well-managed cashflow could be the key to achieving that feeling. Cashflow simply refers to the money coming in and going...[Read More]

Shoppers tap credit to fund record Black Friday sales

4 December

Australians are set for a record spend on the Black Friday weekend, but it appears they are banking on credit cards to cover the costs. Bargain shoppers are expected to drop $6.8 billion over the Black Friday-Cyber Monday weekend, a four per cent...[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]

Investing can be a roller coaster: some tips for riding the ups and downs

27 November

Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy.  Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[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]

Understanding debt: The key to conquering It

13 November

Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[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]

Empowering women to take control of their wealth and future

30 October

Navigating the complexities of personal finance is essential for anyone looking to secure their financial future, make sound investment choices, manage debt effectively, and plan for eventualities.    This is particularly crucial in the context of...[Read More]