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]

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]

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]

What to talk to kids about when starting a new job

9 October

Getting your first job is an exciting and stressful time. Kids don’t always know what to do or how to act. Giving them some advice can help them get off to a good start.  Explain that they’ve already gotten through the hard part. They made it...[Read More]

Helping kids with managing living expenses before becoming independent

2 October

There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]

Tax time: why planning and professional advice matter

21 August

As we move into another financial year, many people view tax as a once-a-year obligation – gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]

Aged pensioners to feel impact of asset test changes

20 August

Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]

Preparing for retirement: a blueprint for lasting health and happiness

14 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.    Here are ten top tips to help you prepare: Stay Physically...[Read More]

Cost of living: strategies for adult children moving out of home

14 August

The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out.  In many parts of the world, particularly in Australia, the cost of housing, groceries, transportation, and utilities has...[Read More]

The pursuit of wealth & the illusion of endless time

7 August

In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing.  While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]

Understanding generational traits and financial advice needs: a guide to supporting every life stage

31 July

Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades....[Read More]

Top 5 dos and don’ts when seeking advice from a financial services professional

24 July

Seeking guidance from a financial services professional can be one of the smartest moves you make.  Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]

The importance of seeking advice for legal issues

10 July

Legal issues are an inevitable part of life.  Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting.  While the specifics of...[Read More]

Strategies for adult children moving out of home and overcoming the cost of living

10 July

The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out.  In many parts of the world, particularly in Australia, the cost of housing, groceries, transportation, and utilities has...[Read More]

The power of planning: why to-do lists and long-term goals improve your life

3 July

In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed.  Whether it’s jotting down a few tasks on a sticky note each...[Read More]