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Insights

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

Your Best Interests - Helen's Story
25 October 2018

Your Best Interest – Helen’s story about financial security

Bill Bracey featured on the Your Best Interests TV show with Helen – see how professional Financial Planning helped her and her family achieve financial security beyond what she thought was ever possible.
24 October 2018/Investing

How to Talk Money With Children – Part 2

Over the next few months we will be providing some helpful tips on talking money with the 3 age groups – Children 4-8 , Tweens 9-12 and Teens 13-18.
24 October 2018/Budgeting

How to deal with financial stress

Close to one in three Aussies is feeling the pinch financially, with money worries reportedly leading to sleep loss, conflicts in relationships, isolation, and a range of other things.
24 October 2018/Investing

How to lead a happier life

From our beaches and outdoor lifestyle to our democracy and cultural diversity, there a lot to feel happy about in Australia.
Protecting Your Wealth
30 September 2018/Financial Advice

Protecting your wealth – Insurance in plain English

What is insurance? – Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are…
Talking Money with Kids 4-8
26 September 2018/Financial Coaching

How to Talk Money With Children – Part 1

Over the next few months we will be providing some helpful tips on talking money with the 3 age groups – Children 4-8, Tweens 9-12 and Teens 13-18.
25 September 2018/Life Balance

Volunteering Abroad

Ever wondered what it would be like to uproot your life and do something completely different?
25 September 2018/Budgeting

How Australians will use their tax return

With nearly one in three people planning to save their tax return, have you considered what you might do with yours?
25 September 2018/Investing

7 money personalities

You may identify with or want to avoid…
Should you Lend Money to Family?
25 September 2018/Investing

Should you lend money to family?

What you should consider before handing over your hard earned savings. You’re probably fairly used to helping your family out with a little extra cash here and there. Whether it’s pocket money for doing chores, or money…
18 September 2018

Useful Links

From Australian Tax through to education on behaviours that drive the financial success.
18 September 2018

Useful Forms

There are many forms available from different sources to help you administer your financial affairs.  In this section we have added a variety of forms so that you can find everything you need in one place.…