The new financial year has begun: What are your numbers really telling you?
9 July
Once tax time has passed, many small business owners breathe a sigh of relief and move on. But the start of a new financial year is actually one of the best times to pause, review your numbers, and ask: what did last year really show us?
Your...[Read More]
How to be healthy, wealthy and wise
9 July
Living your best life is not about chasing perfection. It is about making steady, thoughtful choices that support your health, strengthen your financial position and help you make wiser decisions along the way. The old saying “healthy, wealthy and...[Read More]
Taking legal action against a small business: What to consider first
9 July
At some point, you may find yourself in a dispute with a small business. It may involve unpaid money, poor workmanship, a contract disagreement, misleading conduct, failure to deliver goods or services, or a breakdown in communication. While it can...[Read More]
Spin the globe: A three-week luxury adventure for two
9 July
Successful careers can bring exciting opportunities, but they can also make it difficult to step away from busy schedules and decide how to spend precious holiday time. For a young professional couple with no children, travel offers the chance to...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
How to save money around the home amidst the rising interest rates
9 July
With interest rates rising almost everywhere, including Australia, people have begun tightening their purse strings as best they can.
However, decreasing spending to ensure your expenses match your reduced budget could mean barely any savings or...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Payday Super starts 1 July 2026: What employers and employees need to know
2 July
Payday Super is now here, and it changes the way employers manage superannuation payments.
From 1 July 2026, employers are required to pay employee superannuation guarantee contributions in line with their regular pay cycle, rather than relying...[Read More]
The first money conversations every couple should have
2 July
Getting married or moving in together is an exciting step. It is about love, commitment, shared plans and building a life together. But it is also a time when two financial worlds often come together. Different spending habits, savings goals, debts,...[Read More]
Aged care conversations every family should have
2 July
Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]
Understanding your legal obligations when selling or winding down a business
2 July
Selling a business or bringing it to an end can be a major financial and emotional decision. Whether you operate as a sole trader, partnership or company, closing the doors is only one part of the process. Contracts, employees, debts, registrations,...[Read More]
Spin the globe: A four-week family adventure
2 July
Choosing a family holiday can sometimes feel harder than packing for one. Parents may dream of beautiful scenery and cultural experiences, while school-aged children imagine theme parks, wildlife encounters and endless opportunities for adventure....[Read More]
Seven steps to feeling financially secure
25 June
Financial security is often associated with being wealthy, owning valuable assets or having a large retirement balance. While money and assets can provide important protection, genuine financial security is also a state of mind. It is the feeling...[Read More]
June 30 is upon us: Starting the new financial year on the right foot
25 June
June 30 marks more than the end of another financial year. It is an opportunity to review the past 12 months and put better financial habits in place for the year ahead.
Tax planning should not be limited to the weeks before a tax return is...[Read More]
The first great retirement journey: Seven weeks through Europe
25 June
Retirement changes the way a couple can travel. For years, holidays may have been squeezed between work commitments, family responsibilities and limited annual leave. Now, for the first major trip after retirement, time becomes part of the...[Read More]
