Insights

Articles, tips, commentary, and news from our team.

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Quarterly Economic Update: July-September 2024

Wondering how the Australian economy fared last quarter? With steady GDP growth, inflation pressures, and changing household spending, our latest update covers the key trends you need to know. Discover what’s shaping the economy and what it means for you.

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When life changes, so should your financial goals

This article uses a case study to show how a health scare led a couple to reassess their financial priorities with the help of their financial adviser. It highlights the importance of balancing living for today with planning for a secure future through strategic adjustments.

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More money, please

How to articulate your worth at work, ask for a pay rise and what to do if there’s ‘No Money for More Money’.

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Essential Financial Strategies for Today’s Freelancers

This article explores the rise of freelancing, highlighting the financial challenges faced by independent workers and providing practical strategies for maintaining financial stability.

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Loud budgeting: amplifying your financial awareness

With the use of a case study, discover how loud budgeting can transform financial habits, turning the task of saving for a home deposit into a shared journey of accountability, celebration, and success.

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Is your money mindset holding you back?

In this article, we delve into the critical role your money mindset plays in determining your financial success. Whether you hold beliefs of abundance or scarcity, or lean towards a fixed or growth mindset, these attitudes shape your financial decisions and outcomes.

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House-sitting: Explore the world while saving for a home!

This lifestyle article discusses an alternative approach to saving for a house or travelling without accommodation costs by exploring the world of house-sitting.

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The impact of student loans when buying a home

This article presents a case study on how HECS-HELP loans may impact a home loan application, and strategies people can take to minimise its impact/maximise their loan amount.

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Is FORO ruining your retirement?

FORO – the fear of running out – can prevent retirees from enjoying the fruits of their labour. This article uses a case study to illustrate how a well-structured financial plan can help overcome this fear, enabling a fulfilling and financially secure retirement.

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Your super: A scammer’s new target

This article uses a case study to issue a warning about a new scam targeting superannuation holders with offers of gift cards and electronics to extract personal financial details through cold calls and deceptive ‘comparison websites’.

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There’s more to shares than numbers on a screen

This article explains what it means to buy shares in a business. It focuses on the emotional side of investing by explaining you are not just buying a piece of paper but a share of a business. It discusses the benefits and responsibilities of a shareholder.

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10 Common Financial Myths BUSTED!

In this article, we debunk ten common financial myths to empower you to make informed decisions, achieve financial stability, and grow your wealth.

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