Teaching kids about money at different stages in their lives

12 June

It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]

Your winter home maintenance checklist

5 June

While winter in Australia may not be as harsh as in other parts of the world, it’s still essential to keep your home in tip-top shape during the colder months.   So, if you need a handy winter home maintenance checklist, this is for you.    Use...[Read More]

Navigating market volatility: smart tips for long-term investors

22 May

Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normal—and often necessary—part of...[Read More]

Retire right: why seeking financial advice matters

15 May

Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.  Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]

Digital literacy in retirement: embracing tech in the golden years

24 April

In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees.    Far from being just “young people’s territory,” technology now plays a significant role in helping older adults stay...[Read More]

Managing finances and lifestyle activities during retirement

3 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

The top 5 international destinations retirees should have on their bucket list

27 March

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

10 ways to reduce your household energy use

20 March

As a homeowner, you’re likely aware of the increasing costs associated with household energy consumption. This is why cutting down on energy use can mean big savings. In addition to the financial benefits, reducing electricity use can help to...[Read More]

Embracing your retirement journey: 10 heartfelt tips for a fulfilling future

13 March

Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.  However, it can also feel overwhelming,...[Read More]

Building wealth with investment properties: the right strategy and insurance for success

6 March

For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]

Understanding generational segments: lifestyles, financial needs, and technology expectations

20 February

Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences.  These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]

Booking your ideal holiday: travel agent vs. DIY planning

20 February

When planning a holiday, one of the first decisions you’ll face is whether to book through a travel agent or handle the arrangements yourself.  Both options have advantages and drawbacks, depending on your preferences, budget, and the complexity...[Read More]

Your ultimate guide to planning a dream trip

13 February

Planning your dream trip is like painting on a blank canvas—each detail you add brings your adventure to life.  Whether you’re envisioning a sun-soaked beach retreat, a bustling city exploration, or a serene mountain escape, the journey from...[Read More]

Guiding adult children to contribute at home – fostering responsibility and independence

6 February

Many parents face the question of when their adult children living at home should start paying board and contributing to household expenses and chores as they transition into adulthood.  The question of when and how much to charge, as well as the...[Read More]

Exploring and acting on your interests can open doors you never imagined

6 February

Starting something new is an exhilarating yet daunting experience. Whether it’s pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[Read More]