Celebrate the festive season without financial stress

12 November

The festive season can be a time of joy, connection and celebration. But it’s also a season that can put real pressure on household budgets. Australians spent $30 billion on Christmas in 2024, a 10% increase from the previous year, with the...[Read More]

How financial planning can help Australian retirees navigate today’s challenges

12 November

Australian retirees are facing unprecedented financial pressures. It’s no wonder that financial security weighs heavily on the minds of those in their retirement years, with homeowner couples needing up to $690,000 in superannuation savings, or...[Read More]

Top 7 tips for living a lifestyle of choice

6 November

In today’s fast-paced world, many people find themselves caught up in routines driven by obligation rather than intention. Yet, true fulfilment comes from living deliberately — making choices that reflect who you are and what truly matters to...[Read More]

From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Model portfolios explained: The balance between strategy and simplicity

6 November

In today’s complex investment landscape, many people seek a structured, diversified approach that aligns with their financial goals and comfort with risk.  One increasingly popular solution is the model portfolio — a professionally designed...[Read More]

Superannuation: teaching the next generation to value their future wealth

6 November

Superannuation is one of the most powerful tools Australians have to build long-term financial security.  Yet, for many young people, it remains out of sight and out of mind. They may see it as something for “future them” to worry about — a...[Read More]

Spin the globe: South Africa — A wild & wonder-filled journey for the adventurous family

6 November

A couple in their 40s with teenage adventurers in tow — the perfect age for discovery, shared laughter, and a few unexpected detours along the way. Let’s gather around the globe once more…  It started with a globe and a spark. One evening,...[Read More]

Why we tune out insurance — and why it’s time to tune back In

6 November

Insurance. Just the word itself can make people switch off. It’s one of those topics that feels distant, dull, and perhaps even a little uncomfortable to think about. We tend to associate it with paperwork, premiums, and problems we hope will...[Read More]

Why understanding legal terms is essential for every Australian

6 November

Here’s an introduction to some of the top legal terms commonly used in Australia, presented in a list format.  Understanding these terms can be very helpful in navigating legal documents or discussions.   Top 10 Legal Terms Used in...[Read More]

Smart Homes: 3 advantages of having one

5 November

While smart home technology has been around since the 1990s, people are just beginning to appreciate having it. The devices in a smart home are interconnected and accessible from a single hub, such as a smartphone, tablet, laptop or gaming console....[Read More]

18 Summers: Making the most of the time before they’re grown

30 October

It’s easy to forget how quickly childhood flies by. Between school drop-offs, sports practice, homework, and the endless juggle of work and life, those early years seem to stretch ahead endlessly — until suddenly, they don’t. Before we know...[Read More]

Volatility and the value of time in the market

30 October

Market volatility is a normal — and often uncomfortable — part of investing. Share prices rise and fall in response to economic data, company earnings, geopolitical events, and investor sentiment.  When markets swing sharply, it can tempt even...[Read More]

Top five fears of small business owners and how an accountant can provide solutions

30 October

Starting and running a small business is both rewarding and challenging. While the independence and potential for growth are appealing, small business owners often face numerous fears that can keep them up at night.  From financial instability to...[Read More]

Empowering women to take control of their wealth and future

30 October

Navigating the complexities of personal finance is essential for anyone looking to secure their financial future, make sound investment choices, manage debt effectively, and plan for eventualities.    This is particularly crucial in the context of...[Read More]

Overcoming life’s hardest moments: Leading yourself through adversity

30 October

Life doesn’t ask permission before testing you. It can knock you down with loss, heartbreak, failure, uncertainty, or self-doubt — and it’s in these moments that leadership, both personal and professional, matters most. True leadership begins...[Read More]