Smart Ways to Use Your Tax Refund This Year
You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refund, you’re not getting
September 9, 2025
Financial Planning
The World is Your Market: Invest Like It
Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resilient when compared with other developed nations. Given our
July 29, 2025
Set Your Wealth Goals and Take Action
What does financial success mean to you? Is it tied to achieving lifestyle goals like caravaning around Australia or pursuing a hobby? Perhaps you have a more traditional view
July 1, 2025
Smart Ways to Build Wealth and Grow Passive Income
Most people are familiar with the idea of working hard for their money. But financially smart people have a different and more strategic mindset. They make their money work
May 20, 2025
End of Financial Year 2025: Key Considerations for Your Financial Plan
As we approach the end of the financial year (EOFY) 2025, it’s crucial to review and optimize your financial strategies. Here are some key considerations to help you make
May 8, 2025
Strategies to Avoid Lifestyle Inflation
If you’ve had a few pay rises in recent years, you may have unintentionally succumbed to lifestyle inflation. Also known as lifestyle creep, it’s a mindset that can affect anyone
May 6, 2025
Planning for the Inevitable
Dying is not something we like to think about but a bit of pre-planning can save a lot of heartache for those we leave behind. Here are three important
April 22, 2025
Priority1 Federal Budget Report 2025-26
At 7:30pm on Tuesday 25 March 2025, the Treasurer, Jim Chalmers, released the Government’s 2025-26 Budget. The Treasurer identified five main Budget priorities: • Helping with the cost of living;
March 26, 2025
WAIT! Before You Buy That…
Every time you spend money, you’re making a choice about your future. Will this purchase bring lasting value to your life, or is it just a fleeting desire? Will it
March 25, 2025
Top 5 Mistakes Business Owners Make When Applying for a Loan
Organising a loan for your business can be an important step in fuelling growth or covering unexpected expenses, but many business owners fall into the same traps during the loan
February 25, 2025
UK State Pension Top-Up: What You Need to Know NOW
If you are a former UK resident now living in Australia, you may still be eligible for the UK State Pension. However, your entitlement depends on your National Insurance (NI)
February 4, 2025
Investing for Income
Share markets are renowned for taking unexpected downturns and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk might
January 14, 2025