Money
Protect what you have
4 January
People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[Read More]
Achieving Your New Year Goals: A Realistic Approach
28 December
New Year’s resolutions are a time-honoured tradition where people aim to make positive changes in their lives as the calendar flips to January 1st. While setting goals is easy, the real challenge lies in sticking to them throughout the year....[Read More]
Top 5 financial New Year’s resolutions to achieve in the new year
28 December
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]
Preparing for retirement in today’s world
14 December
To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]
Refinancing your mortgage, should you go fixed or variable?
14 December
A mortgage refinance entails taking out a new loan to replace the old one. Refinancing a mortgage is often done by homeowners in order to obtain more advantageous or favourable interest rates or other loan features that can result in cost savings....[Read More]
Common Investment Pitfalls to Avoid
7 December
Investing, a realm filled with potential opportunities and pitfalls, demands careful consideration to navigate successfully. Each misstep along the way can serve as a valuable lesson, contributing to a more refined and robust investment strategy....[Read More]
20 investment mistakes to be aware of
30 November
Investment, a field where even the most astute can stumble, is rife with potential missteps. However, these errors often serve as valuable learning experiences, offering insights for crafting more robust investment strategies. 20 investment mistakes...[Read More]
Managing Debt: A Strategic Approach to Financial Wellness
23 November
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
Understand if a Self Managed Super Fund (SMSF) is right for you
9 November
A self-managed super fund (SMSF) is a private superannuation fund that individuals in Australia can manage themselves. These funds differ from industry and retail super funds, as they offer more control over investment choices and insurance options....[Read More]
Understanding the Five Pillars of Personal Finance
2 November
When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection. Mastering these elements can be the difference between...[Read More]
Three valuable insights for effective Financial Planning
19 October
As clients seeking financial guidance and planning services, we play a crucial role in ensuring a successful partnership with our financial planners. Here are three essential insights from our perspective to enhance our collaboration with financial...[Read More]
Things to do for a happy life after retirement
12 October
Are you the employee who eagerly waits for retirement day or one who fears it because they are not prepared? While there is no blueprint for a happy retirement, some actions can help increase the chances of having an enjoyable life after...[Read More]
Setting Financial Goals – the basics & benefits
5 October
Saving a few dollars today can add up to a lot of money later on – cash that you can use to start investing, pay off your debt repayment, or save for retirement. But to ensure you have a clear direction and achieve what you want, you need to start...[Read More]
Top 5 common financial mistakes
5 October
It’s easy to make mistakes with money, especially if you’re unaware of how dire the consequences of your actions could be. Here, we’ll look at some of the most common financial mistakes people commit that frequently result in severe financial...[Read More]
Behavioural guidance during market volatility
28 September
Much of this year has remained fraught with uncertainty and instability in the markets. This, of course, has caused many investors to become nervous and impulsive about their market decisions. This article will help to ease some fears about market...[Read More]