Staying healthy during times of financial uncertainty
Our financial health is a key piece to our overall wellbeing. If money concerns grow, it can impact our whole health. There are strong links between our financial wellness and…
Net Worth: The Number That Tells Your Financial Story
When was the last time you calculated your net worth? In my mind, it’s an important part of building your wealth, because without knowing your net wealth position it’s a…
Protect your existing assets without triggering tax and stamp duty
Protecting your hard-earned assets is increasingly becoming a common concern, especially with the increasing number of frivolous claims. For centuries people have used trusts to hold assets so as to…
Cultivating financial wisdom: essential money lessons to teach your children
As parents, we strive to arm our children with the necessary skills and knowledge that will guide them through life. A critical yet often overlooked part of this toolkit is…
What to look for when choosing a financial adviser
We believe financial advice is essential for Australians looking to build wealth and reach their goals, whether in the early stages of their career or during retirement. Financial advice adds…
When you change your habits, you change your luck
In my five-year study of the habits of the rich and poor, I discovered that luck plays a critical role in determining success or failure. In fact, 87% of the…
Upsizing, downsizing and rightsizing: Finding the best fit
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property terms, this means a property…
When adulting pays off
Let’s face it, while we want to be living our best lives, it is only too easy to get bogged down by the daily grind. If you are one of…
Assets & Liabilities: What’s Your Current Financial Reality?
When it comes to money, what we don’t know can hurt us. I’ve seen this truth play out time and again when people tell me they want to get serious…
