The balancing act of blended family finances
When Jack and Sarah met through mutual friends, they hit it off immediately. Both had previously been married and, besides having a child each, found they had quite a lot in common. Dinner dates quickly morphed into family-style outings with their children, to the zoo...
Quarterly Economic Update: July-September 2020
COVID-19 remained the big story of the last quarter. Tragically, by the end of September the pandemic had caused over one million deaths. That was up by 500,000 since the end of the previous quarter, and many countries were experiencing devastating ‘second waves’....
Budget Update 2020
Federal Budget Report 2020 What it means for you 7 October 2020 Changes to super, the bringing forward of tax cuts, and two lump sum payments to those on the Age Pension are just some of the Government’s proposed measures from the big spending 2020-21 Budget -...
Download and share our new FREE eBook – 5 Common Mistakes That May Ruin Your Retirement
Click here to download our new FREE eBook – 5 Common Mistakes That May Ruin Your Retirement
The future for ‘retirement’
Research over recent years suggests that the secret to a long and healthy life is to continue working and to stay in control of your finances and life. The nature of work may change – fewer hours, less stress, new career – and with good planning it is possible to have...
Unlocking financial secrets for different phases of life
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and tested ‘secrets’ that will help you build and protect your wealth. Teens and young adults Time is on your side so get...
Improving financial literacy in our Workplaces and Communities
We provide seminars to a variety of groups including workplaces and community groups. Our seminars can be tailored to suits your needs, they can involve an understanding of; a person’s own values and priorities; budgeting, why we need to save and how to manage money;...
Improving financial literacy in our secondary schools
That was amazing! Thank you so much. The feedback from the students was really interesting as well. Lots of comments about credit cards and savings. A number of students mentioned about website safety. And two comments directly about your presentation style – simple,...
Help us Improve financial literacy in our primary schools
Financial literacy is having an understanding of money and finances and being able to apply that knowledge to make effective decisions. We believe the more people understand about the options they have, the better decisions they will make. As part of this commitment...
Market outlook Q&A – some answers to common questions being raised by clients
Have markets disconnected from the real economy? Not necessarily. Share markets invariably lead the economic cycle. Shares led the coronavirus hit to the global economy when they plunged 35% into March. The rebound since then reflects the combination of government...