Articles

Perspectives, tips, commentary, and insights from our team.

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WAIT! Before You Buy That…

Make smarter financial decisions by asking five key questions before any major purchase, helping you stay focused on your savings goals and long-term dreams.

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Planning for the inevitable and getting your estate in order

Estate planning can greatly reduce stress for your loved ones. Focus on key areas like superannuation allocation, avoiding dying intestate, and providing quick support for dependents to ensure your wishes are met and disputes are minimised.

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Financial analysis paralysis

Feeling stuck making financial decisions? Break free from analysis paralysis with a simple checklist to boost your confidence, savings, and long-term goals.

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Boost your future: How extra super contributions add up

As the financial year concludes, consider boosting your superannuation through additional contributions to enhance your retirement savings, benefiting from compound interest and favorable tax treatments. Despite many Australians lacking knowledge about their contribution possibilities, strategic planning now can significantly improve future financial security.

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Fostering wellbeing in the workplace

Explore the profound journey of an auditor’s battle with mental health in the workplace, uncovering the essential role of supportive work environments in fostering employee well-being and productivity.

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5 ways to build a successful unretirement

Discover how to redefine retirement with purposeful engagement by exploring part-time work, volunteering, and continuous learning to create a fulfilling and vibrant chapter in your life.

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Could being the bank of Mum and Dad ruin your retirement plans

Learn from Pete and Sue’s cautionary tale about the risks of financially aiding family without formal agreements and professional advice to protect your retirement savings and family relationships.

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Interest rate relief

Explore the implications of the Reserve Bank of Australia’s first cash rate cut since 2020, a move aimed at stimulating economic growth and potentially easing mortgage repayment pressures for homeowners.

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Grey puzzle pieces create a house but one miss is not in place. It's the loan piece coloured red.

The potential impact of student loans when buying a home

Learn how HECS-HELP debt affects your home loan eligibility and discover strategies to enhance your borrowing capacity and achieve homeownership.

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Avoid those sneaky expenses ruining your plans

Discover how to combat hidden expenses that sneakily drain your budget, from service fees and duplicate travel insurance to unnecessary bonuses and subscription traps, and learn practical strategies to enhance your financial health.

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Protecting Your Small Business from the Unexpected

Discover why small businesses must plan for the unexpected, including strategies for managing the loss of key personnel through succession planning and insurance. This is essential for safeguarding your business’s future and ensuring continuity.

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Investing for income

Concerned about market downturns and looking for stable income? Explore a range of income-generating investments that can help balance risk and reward in your portfolio.

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