Resources

3 Ways To Do The Ekka On A Budget

3 Ways To Do The Ekka On A Budget

My wife and I were talking last week about our memories of the Ekka and how quickly it has come around again.  We both grew up in NSW, so only have recent memories of the Ekka.  The Ekka is one of the great family events of the year.  What makes the Ekka such a...

read more
3 Questions To Consider When Faced With Redundancy

3 Questions To Consider When Faced With Redundancy

One of the key realisations that many people will face during their working lives is that nothing is permanent.   It’s highly likely that either yourself or someone close to you will face redundancy in the future.  This is due to the changing nature of work and the...

read more
When to charge your kids board

When to charge your kids board

I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in Australia, high rents and low housing...

read more
Watch out for tax scams

Watch out for tax scams

The end of the financial year will likely bring the usual wave of scams. Here’s what to watch for. The Federal Budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners), now is the time to be mindful of...

read more
Get your new financial year game on

Get your new financial year game on

A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a confident grin with this list of eight things to do now to get new financial year ready. 1. Check in...

read more
3 things to do before end of financial year

3 things to do before end of financial year

I was speaking with a client recently at a networking event – we were catching up on how fast the last six months had gone and that it felt like just yesterday we were talking about planning for Christmas!   We started discussing everything we both had on our to-do...

read more
3 Ways a Financial Adviser can help you

3 Ways a Financial Adviser can help you

I was talking with a new client yesterday – he admitted to me in the start that he was hesitant to engage a Financial Adviser, because although he knew he needed some help – he really didn’t understand what to expect and how to know which areas of his finance he...

read more
Sport lovers enjoy better financial fitness

Sport lovers enjoy better financial fitness

If your golf clubs have been under wraps or your tennis racquet has been tucked away for some time, it could be worth dusting them off. Research by AMP found Australians who play sport regularly are 64% more likely to achieve their financial goals than those who...

read more
Spread your money, reduce risk

Spread your money, reduce risk

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. The latest investor study by the Australian Securities Exchange...

read more
Are you ready for the Easter spend?

Are you ready for the Easter spend?

It’s hard to believe it’s nearly Easter as it felt like we just celebrated Christmas a few weeks ago.   Easter can be a hidden trap, because how much can you actually spend on chocolate? Well from an article published in the Herald Sun – many households will have a...

read more
Cashflow and the importance of setting goals

Cashflow and the importance of setting goals

I was speaking with a friend of mine recently about cashflow and how important setting goals is - so you know you are on the right track. He said it was something he had thought about doing but was never really too sure where to start. No matter what your current cash...

read more
How to clear debt and relieve mortgage stress

How to clear debt and relieve mortgage stress

It doesn’t matter if it’s a car payment, credit card or store card – debt can cause both unnecessary stress and additional money problems.     How could your daily life change if you were able to clear some debt and relieve the stress associated with it? Would you...

read more
Correction time for shares?

Correction time for shares?

Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets including...

read more






[FREE CHECKLIST]

FINANCIAL GAP CHECKLIST
Discover where the gaps are in your current financial situation so you can ensure a secure future.

Get Your FREE 10 Year Goals Visual Template NOW!

10 Year Goals Visual template

Download Your Savings Thermometer NOW!

Financial Savings Thermometer

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.  You need to consider your financial situation and needs before making any decisions based on this information.