Gifting from the heart

December 8, 2023
“Everyone can experience the joy and blessing of generosity; because everyone has something to give.”– Jan Grace For many of us the festive season is a joyous time of hanging up decorations, wrapping presents and spending time with loved ones. For others it can be one of the hardest times of the year. So, amongst…

Powering down for a relaxing holiday

December 8, 2023
It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes….

How to give back

December 8, 2023
Australia is a giving country, but we often give in kind rather than financially. Whenever there is a disaster here or overseas, Australians rush to donate their time, household goods and cash. However, we still lag other countries when it comes to giving money. According to Philanthropy Australia, our total financial giving as a percentage…

Yours, mine & ours – estate and succession planning for modern families

October 2, 2023
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes are carried out when you die. An estate plan, of which a will is the first and most important part, can ensure your estate is…

When enough is never enough

October 2, 2023
How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has a different idea of how much it takes to be comfortable or even well off. Given it is something that has such a strong influence on how we live our lives it’s unsurprising that money,…

Ignite your entrepreneurial spirit

October 2, 2023
Entrepreneurs have long been instrumental in changing the way we live and work. Just think about Thomas Edison’s inventions when you switch on a light, the contribution of Henry Ford to the motor industry as you jump behind the wheel of your car, or even the way Steve Jobs transformed computers as you open your…

The Rich Life Vol 73

September 12, 2023
September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. After endless gloomy forecasts, there was a glimmer of hope last…

The 1% rule – tiny changes add up to a BIG difference

September 12, 2023
Personal transformation can be challenging. We all have habits we’d like to break and behaviours we’d like to do more of. But when we do some self-examination and think about what is involved in navigating change, it can seem overwhelming to get to where we need to be, whether that is personally or professionally. That’s…

The Rich Life Vol 72

August 1, 2023
Welcome to our August newsletter and, with winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets are beginning to breathe a…

Harnessing the power of LinkedIn to build your personal brand

August 1, 2023
Linkedin is a powerful tool to help you establish and maintain your reputation and develop your career and business. So, if you either don’t yet have a presence on Linkedin or suspect you may not be getting the best out of the platform, we’ve got a few tips for you! LinkedIn was created in 2003…

Making conscious the unconscious for better decisions

July 4, 2023
When you’re faced with a decision, do you trust your feelings or do you look at the situation objectively, making a careful list of pros and cons? Emotions exert a strong influence on our decisions, so it’s important to have a bit of balance between reason and emotion – particularly when it comes to the…

Managing the costs of raising children

July 4, 2023
It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach new milestones is priceless. Of course, there is a real cost – raising a child is expensive, particularly now as the cost-of-living spirals higher. Estimates vary widely from the few…
Gold Coast Financial Planners

The Rich Life Vol 69

May 9, 2023
As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers is working to complete his second Budget, due to be delivered this evening – Tuesday 9 May. All eyes were on the Reserve Bank board as it met prior to the Federal Budget to decide whether or not to increase the…
Gold Coast Financial Planners

Avoiding the “urgency” trap

May 9, 2023
“I have two kinds of problems, the urgent and the important. The urgent are not important, and the important are never urgent.” — Dwight D. Eisenhower For most of us managing our time means dealing with the million and one little things demanding our attention, which often takes our focus away from the vitally important…
Gold Coast Financial Planners

Why an emergency fund delivers peace of mind

May 2, 2023
When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be nerve-wracking worrying about how to deal with the crisis. And, if funds are short, that just adds to the stress. But imagine that you have a secret…

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