Financial Planning
Understand your money personality, grow your wealth
12 August
Ask a dozen people why they haven’t started investing, paid off their credit card, or topped up their super, and you’ll get a dozen different answers. But they usually trace back to the same thing: how they feel about money, not what they know...[Read More]
Financial literacy in the age of ‘Finfluencers’. Separating fact from fiction
15 July
There’s something genuinely positive about the rise of financial content on social media. Money was, for a long time, a topic shrouded in silence, shame, and exclusivity. Anything that gets Australians talking about budgeting, investing, and...[Read More]
Keeping on track financially in your 40s
15 July
Your 40s are a funny decade. You’re busy enough that retirement feels distant, but old enough to sense that it isn’t. The mortgage is hopefully shrinking, the kids are expensive, the career is demanding, and superannuation is that thing sitting...[Read More]
It’s time to reduce the impact of financial stress on Australian women
8 July
She manages a lot. Work, family, probably someone else’s schedule before her own. And underneath all of it, a quiet financial worry she hasn’t quite found the time to deal with. That feeling is real. And it’s far more common than most women...[Read More]
Overcoming financial FOMO to make smart decisions in a social media world
17 June
There’s a particular kind of financial anxiety that didn’t really exist a decade ago. It’s the feeling you get when you see someone on Instagram has just renovated their kitchen, someone on TikTok is posting from Amalfi, and someone on...[Read More]
Financial Literacy for Life. What Schools Don’t Teach
17 June
Most of us left school knowing how to calculate the area of a triangle. Very few of us left school knowing how superannuation compounding works, how to read a credit card statement, or what a reasonable emergency fund looks like. That gap has...[Read More]
The four stages of retirement spending. Planning for change
10 June
Retirement is rarely the single, steady chapter people imagine. In reality, it unfolds across four distinct phases, each with its own rhythm, priorities, and costs. Getting your head around this shift is one of the most powerful things you can do to...[Read More]
More than money: The real value of a financial planner
3 June
Do I really need a financial planner? Most people assume financial planners exist to pick winning investments. In reality, that’s a small fraction of what we do, and often not the most valuable part. Think of a great financial planner less like a...[Read More]
Small changes that create big financial results
3 June
Right now, saving feels hard. That’s not a personal failing, it’s the economic reality for most Aussie households. The average Australian has $42,246 in savings, down nearly $4,600 from the previous year1. More than a quarter of Australians...[Read More]
Financial reset: how to bounce back from a money mistake
27 May
Everyone slips up Whether it’s a forgotten tax bill, a credit card that quietly spiralled, a poorly timed investment, or raiding your superannuation when you really didn’t need to. Financial mistakes are a universal human experience. The good...[Read More]
The true cost of convenience. Death by a thousand direct debits
6 May
The silent wealth drain hiding in your bank account There’s a particularly insidious kind of financial leak, one that never feels painful because each individual charge is so small. Subscriptions. Westpac customer data reveals that average monthly...[Read More]
Side hustle to main act: know when to make the leap
29 April
The dream versus the plan Australians are starting side hustles at a remarkable pace, and plenty are quietly outgrowing their day jobs. But enthusiasm alone doesn’t pay the bills. The leap from side income to full-time business is one of the most...[Read More]
Financial Recovery After Divorce: Starting Over Smarter
29 April
Financial Recovery After Divorce: Starting Over Smarter Divorce is one of life’s most disorienting experiences. Even when it’s the right decision, the financial fallout can feel overwhelming. In 2024, almost 50,000 divorces were granted in...[Read More]
Exit rich: the financial moves that separate a great business sale from a missed opportunity
22 April
The sale you’ve worked your whole life for For most business owners, the day you sell is the single largest financial event of your life. It’s the moment when decades of sacrifice, risk, and relentless effort are converted into a number. And...[Read More]
The Financial Conversation Every Couple Should Have Before Moving in Together
11 March
Three months after moving in together, Tom discovered his partner had $18,000 in credit card debt. She thought he knew. He assumed everything was fine. The argument that followed wasn’t really about the debt; it was about trust. Research from...[Read More]