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Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future

Marriage in Later Life
15 February 2019/Financial Advice

Marriage in later life

Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head.
Investing in a Holiday House
22 January 2019/Financial Advice

Investing in a holiday home

Is it really your great Aussie dream? It happens every year. You’re strolling down the high street of your local beachside town enjoying a long hot summer with the family when a holiday home in the real estate agents’…
Planning is key to getting ahead financially
22 January 2019/Financial Advice

Planning is the key to making it financially

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.
Macro investment outlook - 2019
22 January 2019/Market Update

2019 – a list of lists regarding the macro investment outlook

Despite continued volatility, 2019 is likely to be better for diversified investors than 2018. Here’s our list of lists on the outlook.
28 December 2018/Market Update

3 Big Mistakes Made by First-Time Home Buyers in Australia

So you ready to buy your first home? Congratulations! This is one of the most important decisions of your life and one that needs to be executed with great care.
28 December 2018/Budgeting

Holiday budgeting tips – How to avoid a travel debt hangover

We’ve all had the feeling. You step off the plane from Bangkok still buzzing, images from your holiday flitting through your mind – the Parthenon, Big Ben, the Eiffel Tower.
28 December 2018/Financial Advice

Get ready for the first year of retirement

Will you be a honeymooner, a go-getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards.
28 December 2018/Financial Advice

Would you like to retire by 40?

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you? When you’re starting out in the workforce and building your career, retirement can seem like a long way…
20 November 2018/Investing

10 ways to enjoy summer without spending a fortune

If you’re wondering how you’ll make ends meet over summer, check out these tips on how to spend, without spending every cent.
20 November 2018/Financial Coaching

How to Talk Money With Children – Part 3

Our last in the series of helpful tips on talking money with the 3 age groups – Children 4-8 , Tweens 9-12 and Teens 13-18.
20 November 2018/Investing

Love and money? It’s not about control

While talking about money is not the most romantic way to spend an evening, it’s worth putting some time aside to explore shared goals and the way you manage your money as a twosome.
20 November 2018/Investing

Lessons from the blue zones: secrets of a long life

The parts of the world where people live longest may hold the key to the fountain of youth.