Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
August 15, 2023
Financial Planning
Building a Strong Foundation: Avoiding Mortgage Stress
When building a home, it’s often said that the foundations are the most important part. Their primary purpose is to hold your house up – supporting the structure and preventing it from being affected by uneven ground.
August 1, 2023
How to avoid property investment failure
There is an old saying that no investment is as safe as a bricks and mortar investment, but is that really the case or is it something that we just
June 29, 2023
Why you may never retire
Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement. Many will never fully retire, as they will be unable to accumulate the necessary
June 20, 2023
The Wealth of Gold: Investing in a Timeless Asset
As investors navigate through unpredictable and volatile economic times, it is essential to consider asset classes that can provide a level of stability and protection against market fluctuations. One
June 6, 2023
The unmatched value of Financial Advisers in the AI age
Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office
May 23, 2023
Protect your bank account from scammers
According to the ACCC’s Scamwatch statistics, Australians reported a total of $568.6 Million lost to scams in 2022, which makes for big business for scammers, and a cause for
March 2, 2023
Superannuation for the suddenly single
Found yourself separated and suddenly single later in life? Life often has different plans for us than we may have imagined. Life after divorce (or separation) might bring with
February 23, 2023
The importance of work/life balance to prevent burnout
Dolly Parton once said, ‘Don’t get so busy making a living that you forget to make a life’… And we couldn’t imagine a sentence that more perfectly sums up the
January 26, 2023
Don’t bank your retirement on your business
Many business owners make the mistake of ignoring superannuation in preference for re-investing spare funds in their business, hoping they can then sell at a premium when it comes time
November 4, 2022
Federal Budget Oct 2022 Summary
25 October 2022 This year’s Federal Budget focuses on providing relief for those with children, homebuyers and social security recipients whilst maintaining pre-election commitments. Note: These changes are proposals only
October 26, 2022
How the retirement of the Boomers will affect the economy
From psychedelic drugs and the birth of rock and roll in the sixties to the sexual revolution and female equality of the seventies through to the rapid up take
September 28, 2022