Resources: Blog

Sep 28, 2022

The Secret to ‘Living the Dream’

We all, to a greater or lesser extent, have an idea of living the dream lifestyle. So how, as a nation, are we faring?  To find out, the Financial Planning...

Sep 26, 2022

Building a Passive Income

A simple guide from an earlier era suggested eight hours for sleeping, eight hours for work and eight hours for leisure. Nowadays work seems to take up more than its...

Sep 21, 2022

Preparing for Tomorrow - Financial Management 101

Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden to manage your money. How easy would it be...

Sep 19, 2022

Three-Minute Financial Check-up

While the standard of living is constantly improving in Australia, economic disruptions, stagnant wage growth and continually increasing house prices are putting more and more people under financial stress.  What...

Sep 16, 2022

Downsizing my Family Home - What are the Things to Consider?

The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it...

Sep 15, 2022

6 Smart Ways to Build Savings

The word “thrifty” is rarely thought of in a positive sense but that’s not fair because if we continually spend more than we earn, our debts will eventually catch up...

Sep 14, 2022

The Essential Ingredient of a Financial Plan

Here’s a recipe for a basic financial plan: Take one or more income sources and pour them into a big pot. Add appropriate amounts of life, income protection, and permanent...

Sep 7, 2022

What are Things to Know Before Buying a Property?

The deal is done, a property is bought, and it’s smiles and handshakes all round. But the agreed purchase price is just the beginning. The happy purchaser must cover a...

Sep 5, 2022

Buying or Renting? Which should I commit to?

Buying (or renting) a house is probably one of the biggest financial commitments we make in our lives, so we should not take the decision lightly. Most people need to...