3 Ways Retirement is Changing

9 September

If you’re in your thirties or forties today, there’s a good chance your life looks pretty different to that of your parents at the same age. We’re doing everything later; from moving out of home to getting married and buying our first home,...[Read More]

4 Factors that Affect Your Investments

12 August

Saving and investing are about your goals. Maybe you’re dreaming of a new car, getting your foot on the property ladder, or taking an overseas holiday. Whatever it is, you’ll need money to achieve it. It’s important to have a solid...[Read More]

Is Investing the Best Way to Grow Your Savings?

12 August

51% of Aussies hold investments in addition to their home and super fund*, and are using these investments as a way to grow wealth, save for a house deposit, or diversify their assets. But it pays to do your research, understand the different...[Read More]

5 Ways to Save During Cost-of-Living Crunch

12 August

It looks unlikely that the Reserve Bank of Australia (RBA) will cut interest rates before Christmas after keeping them on hold at 4.35 percent on Tuesday, August 6th, 2024*. While current interest rates are seeing Aussies pay more for their...[Read More]

Gen Z’s Girl Math Compounds Money Worries

8 July

New research from ASIC’s MoneySmart reveals Aussie Gen Z women—those in their late teens to late twenties are more likely than men of the same age to feel stressed and overwhelmed about finances and money. While the majority of Australians are...[Read More]

What do the Stage 3 Tax Cuts Mean for Me?

8 July

With cost of living pressures still biting, every little bit counts. Now that the stage 3 tax cuts have kicked in, we look at how they’ll translate into more dollars in your back pocket. How much extra money will I get in my weekly pay? It depends...[Read More]

Don’t Lose your Super to Scammers

8 July

Don’t be another victim – be on the lookout for scammers who call you about your superannuation! ASIC on the lookout The number of cold callers is on the rise. The Australian Securities and Investments Commission (ASIC) are urging people to hang...[Read More]

5 EOFY Tips to Maximise Your Tax Savings

10 June

As the end of the financial year approaches, there’s no better time to do some strategic planning and make informed decisions to help optimise your tax position and potentially boost any refund you may get. Here are some essential tips that...[Read More]

What is Salary Sacrifice, and how can it help me?

10 June

Salary sacrifice, sometimes referred to as salary packaging, is a financial arrangement an employee can make with their employer to sacrifice a portion of their salary or wages in exchange for various benefits, in this case, additional super...[Read More]

What is a Financial Advice Plan and how can it help me?

2 May

A financial advice plan, or Statement of Advice (SOA), is a detailed document that sets out the financial advice given to a consumer by their licensed financial planner or adviser.  The planner or adviser may be a physical person who provides...[Read More]

How to set Financial Goals and reduce money worries

2 May

Many Australians are finding themselves buckling under the weight of financial concerns. Pressure from rising living costs to economic uncertainty can take a toll on overall well-being.  In this article, we look at how setting financial goals,...[Read More]