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Protecting you and your family

Protecting you and your family

Published: February 18, 2019
Life can be unpredictable at times – your car breaks down, your roof springs a leak or an injury stops you from working for an extended period. Most of us insure our car and our home, but...
Hanging on to that holiday feeling

Hanging on to that holiday feeling

Published: February 13, 2019
It’s the nearing the end of Summer and most of us are already back from our Christmas breaks. If you’re feeling like that holiday glow didn’t last as long as you wanted, you’re not...
How to speak ‘real estatese’

How to speak ‘real estatese’

Published: February 13, 2019
First-home buyers (and even second- and third-home buyers) are often baffled by the jargon used by real estate industry professionals. This can result in expensive misunderstandings unless...
Don’t short change your medium term goals

Don’t short change your medium term goals

Published: February 13, 2019
When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest.  The...
Royal Commission

Royal Commission

Published: February 4, 2019
Royal Commission The Royal Commission into banking, superannuation, and the financial services industry came out at 4.10pm today No doubt within our bubble of financial services all my...
Small steps add up

Small steps add up

Published: January 15, 2019
Sometimes, when thinking about your long-term financial goals, they can seem so big as to be insurmountable. But the truth is, those that achieve financial success don’t usually do so by...
Financial Rules to live by in 2019

Financial Rules to live by in 2019

Published: January 15, 2019
Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You may...
2018 Year in Review

2018 Year in Review

Published: January 15, 2019
Investors started 2018 full of hope, with the global economy and financial markets in good shape, but by year’s end they were uncertain and a little anxious about what lay ahead. Markets...
Avoiding the holiday debt hangover

Avoiding the holiday debt hangover

Published: December 7, 2018
We’re coming up to the festive season and for all its fun and frivolity, it’s also a time when we loosen the purse strings to accommodate the excess.  We all know there’s nothing...
Can you afford your dream retirement

Can you afford your dream retirement

Published: December 6, 2018
Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language...
Protecting your family

Protecting your family

Published: December 6, 2018
The holidays are traditionally a time to relax and reflect on the importance of family. They are also an opportune moment to think about how you can care for and protect your family all...
Benefits of a super long engagement

Benefits of a super long engagement

Published: November 8, 2018
Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age....
Fostering financially savvy young adults

Fostering financially savvy young adults

Published: November 8, 2018
From student debt to new technology and landing that first job, today’s young Australians are transitioning into adulthood in a world very different from the one their parents entered....
Is food delivery eating into your budget?

Is food delivery eating into your budget?

Published: November 8, 2018
The Australian food delivery industry is booming, with the ABS reporting an 18% increase in take-away spending over just three years, and delivery apps such as Uber Eats and Deliveroo...
AFA Adviser of the Year 2018

AFA Adviser of the Year 2018

Published: October 17, 2018
We are excited to announce that Hugh Robertson has won the AFA Adviser of the Year Award at the 2018 AFA National Advisers Conference. Being among the top three national grand finalists in...
Housing prices off the boil

Housing prices off the boil

Published: October 9, 2018
The Australian housing market appears to have reached a turning point, with prices falling 2.2 per cent since peaking in September 2017. This is welcome news for first home buyers; not so...
Getting into the great outdoors

Getting into the great outdoors

Published: October 9, 2018
Despite our intrepid image, Australia is an incredibly urbanised country by world standards, with almost 90% of our population living in or around cities.i The impact of this cosmopolitan...
Planning for the future of a special needs child

Planning for the future of a special needs child

Published: October 9, 2018
While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning for...
How to Talk with Children about Money

How to Talk with Children about Money

Published: October 8, 2018
One of the big issues we speak with clients about is their children relationship with money. The Financial Planning Association of Australia (FPA) this year for Financial Planning week...
10 Years Ago – The Global Financial Crisis

10 Years Ago – The Global Financial Crisis

Published: October 3, 2018
Thinking about the Global Financial Crisis (GFC) still puts shivers down my spine and it not something I will ever forget. We have learned the lessons of the GFC in how we approach...

Lessons from the ‘rich list’

Published: September 3, 2018
Most people who are intent on building their personal and business finances know there is no quick road to wealth. While some people dream about their lucky numbers finally being called,...
Young invincibles – the importance of insurance

Young invincibles – the importance of insurance

Published: September 3, 2018
When you are young, healthy and just starting your working life the last thing on your mind is life insurance. In your 20s and 30s your financial focus is more likely to be on saving for a...
Plugging in to technology stocks

Plugging in to technology stocks

Published: September 3, 2018
On August 2, Apple became the world’s first company to reach US$1 trillion in market value. It took 42 years to get there from humble beginnings in an LA garage, but a handful of younger...

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