From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Tapped out: cash advocates suss on mandate plan

5 November

When a power outage struck on one of Mitta Mitta Brewing Company’s busiest days of the year, three things kept the family-run business ticking over. Wood for the pizza oven, gas in the barbecue and beer lines, and cash in customers’...[Read More]

Empowering women to take control of their wealth and future

30 October

Navigating the complexities of personal finance is essential for anyone looking to secure their financial future, make sound investment choices, manage debt effectively, and plan for eventualities.    This is particularly crucial in the context of...[Read More]

Young Australians buy shares as property dream fades

22 October

What you own is more important than what you earn, according to young Australians increasingly turning to investment to get ahead, a report shows. Seven in 10 millennials and Gen Z Australians think owning assets is more critical to financial...[Read More]

Nearing retirement: Ten steps to take before you leave work

16 October

Retirement isn’t just about finishing a career — it’s about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear.  You’ve spent decades working, problem-solving,...[Read More]

Property investing: the similarities & differences between residential & commercial real estate

16 October

In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]

Top 5 tips to save money — Whether you’re just starting out or chasing a big goal

9 October

Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals.  Whether you’re starting from scratch or building a nest egg for something big — a house...[Read More]

Navigating a career change with confidence

9 October

Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.  Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]

A comprehensive guide to managing your personal finances

2 October

The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]

Achieving your big picture with the guidance of a financial adviser

25 September

From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future.  Others may picture a...[Read More]

Managing debt: the key to conquering It

18 September

Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]

The relationship between money and marriage

11 September

Marrying someone who shares your financial values may be one of the best financial decisions you’ll ever make.  Money can either be a strong foundation for a successful marriage or a persistent source of conflict. Financial disagreements are one...[Read More]

Making the most of your FIFO years: 10 tips for money and life

10 July

Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]

Take control of your cashflow with expert financial advice

1 May

Imagine feeling completely on top of your finances — knowing your money is working as hard for you as you work for it.  A well-managed cashflow could be the key to achieving that feeling. Cashflow simply refers to the money coming in and going...[Read More]

A glass half full approach to wellbeing: five signs you’re doing better than you think

20 March

Wellbeing isn’t just about feeling happy all the time—it’s about developing resilience, security, and a positive outlook on life. A “glass half full” approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]