Budget time is review time: why professional advice matters

14 May

The Federal Budget is more than a political announcement. For many Australians, it is an important reminder to stop, review and ask a simple question: are my financial, lifestyle and tax strategies still working in my favour?   Budget changes can...[Read More]

Self managed super funds: Understanding the basics

14 May

A Self Managed Super Fund, often called an SMSF, can be an attractive option for people who want more control over how their retirement savings are managed. But while the idea of “managing your own super” may sound empowering, it also comes with...[Read More]

The view from 80: Lessons worth learning before life teaches them the hard way

14 May

If you ask an 80-year-old what matters most in life, chances are they will not begin with money, status, career titles or the things they once rushed to buy. They may smile quietly, pause for a moment, and speak about people. About time. About...[Read More]

Navigating ownership changes: A guide for business owners

14 May

Changing a business’s ownership structure can be a complex process, often necessitated by various circumstances, such as partnership disputes, divorce, retirement, or the sale of the business.   Regardless of the reason, it’s crucial to...[Read More]

Take the break: creating memories with your loved ones

14 May

In today’s fast-paced world, the significance of taking leave and investing quality time with loved ones cannot be overstated.    Our professional lives often consume vast portions of our waking hours, leaving limited opportunities to nurture...[Read More]

Ethical investing: How do you align your money with your values

14 May

In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]

Things you can do to entertain teenage kids still living at home

14 May

Sometimes, it may seem as though we have no connection to our formerly young, now-adolescent children.   It can be difficult to relate with teenagers as they navigate adolescence by developing their own interests, experimenting with various social...[Read More]

Understanding your risk profile: The foundation of smart investing

7 May

When it comes to investing, one of the most important — yet often overlooked — steps is defining your risk profile. It’s the foundation upon which your entire financial plan is built. Without a clear understanding of how much risk you are...[Read More]

Stepping into the next chapter: Leadership, wellbeing and the courage to keep going

7 May

Whenever we step into a new chapter of rapid change, growth or ambition, something interesting often happens. Just as we begin reaching for the next level in our lives, careers or leadership journey, we meet a new layer of self-doubt.   It can...[Read More]

EOFY is approaching: what can you do now to maximise this financial year and prepare for the next?

7 May

As 30 June approaches, many individuals and business owners start thinking about tax. But the best tax outcomes are usually achieved before the Financial Year ends, not after it. EOFY is the perfect time to review your income, expenses,...[Read More]

Commercial property investment: Why the right advice matters

7 May

Commercial property investment can be an attractive way to build long-term wealth, generate rental income and diversify beyond residential property or traditional investment markets. From office spaces and retail shops to warehouses, medical suites,...[Read More]

When you should consider consulting a property agent and what they can do for you

7 May

Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations.   Here are some key instances when you should consider consulting a property agent and...[Read More]

Navigating grief and why life insurance matters

7 May

Losing someone you love is one of life’s hardest experiences. The world can feel heavy, confusing, and unfair. In those first raw weeks and months, it’s easy to feel unprepared — not just emotionally, but practically and financially...[Read More]

Understanding dollar cost averaging: A steady approach in volatile markets

30 April

Investing can feel overwhelming, particularly during periods of market volatility when prices rise and fall unpredictably. One investment principle that has stood the test of time for managing this uncertainty is dollar cost averaging (DCA). It’s...[Read More]

Payroll: The quiet engine room of a small business

30 April

For many small business owners, payroll can feel like one of those back-office jobs that simply needs to “get done.” Wages are paid, payslips are issued, and everyone moves on. But in reality, payroll is one of the most important...[Read More]