Australians need help on how to manage huge wealth transfer
Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers…
This is ridiculous, but my love of ice cream taught me about changing habits to become more disciplined
I love ice cream. It is one of my greatest weaknesses. I like lots of flavours but my all-time favourite is mint choc chip. If there is mint chocolate chip…
Rethinking Retirement and Wealth: A New Perspective
Make sure to ‘die with zero’ for optimal happiness – that’s the idea behind Bill Perkins book – Die with Zero. In short, Perkins wants to rescue you from over-saving and…
Six easy steps women can take to improve their financial outcomes
These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated around the world on 8 March every year to highlight…
Managing your financial health
Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial…
Millions of Aussies unable to make credit card repayments – new data reveals
How are you with your credit card payments? Well, according to new research from Finder, an alarming number of Australians are falling behind on their credit card repayments. In fact,…
The #1 regret most Australians have about their finances
The topic of financial health is one that many Australians put off for another day. So much so that the number one financial regret of Australians is not prioritising their…
Will Your Child be Rich or Poor? 14 Poverty Habits Parents Must Ban At Home
When I travel the country speaking to high school and college students about exactly what they need to do to become financially successful in life, I like to begin my…
What you need to know about debt consolidation
Rising levels of debt and finding ways to manage it is a concern for many of our clients. For some, it’s aiming to improve their credit score when applying for…
