New Year’s resolutions for your finances

New Year’s resolutions for your finances As we start the year, now is a good time to pause and reflect and make new resolutions for the year ahead Christopher Wilsmore   As we start the year, now can be a good time to pause and reflect and make new resolutions for the year ahead—especially when […]

The most common excuses for not saving – smashed in 2022!

The most common excuses for not saving – smashed in 22! There are a million and one excuses for not saving and every single one of them is bogus. You *can* save every month and here’s how.   Daniella Doughan    Can’t save money this month? I’m calling this out!. Saving is a habit you […]

3 ways to find YOUR life guide

3 ways to find YOUR life guide Who do you go to for wisdom? Whose opinion do you respect over most others? Who can help you navigate 2022?   Vanessa Stoykov   Who do you go to for wisdom? Whose opinion do you respect over most others? If someone immediately comes to mind, then you […]

The most important thing to do for you this holiday season

The most important thing to do for you this holiday season We challenge you to think about things you would love to have or do next year By: Vanessa Stoykov Watch the Video  Next Steps Set  up sometime for self reflection on  what you really want to do and have in 2022 Read the article […]

How good is your financial literacy?

How good is your financial literacy? Answer a quick 5-question quiz to see how good your knowledge is compared to the rest of Australia The HILDA Survey follows the lives of over 17,000 Australians each year, collecting information on many aspects of life, such as household and family relationships, income and employment, and health and […]

Making Plans for 2022

Making Plans for 2022 As we come to the end of a most unusual year, reflect on what to do for 2022 By Vanessa Stoykov As we come to the end of what everyone would agree, a most unusual year, it serves all of us well to reflect on what has happened and who you […]

Financial needs and wants in (hopefully soon) a post-COVID-19 world

Financial needs and wants in (hopefully soon) a post-COVID-19 world While the COVID-19 pandemic is foremost a public health issue, other significant issues have also emerged By Christopher Wilsmore While the COVID-19 pandemic is first and foremost a public health issue, other clear and significant issues have also emerged over time for many of us, […]

Money mastery tips from the experts that we all need to know

Money mastery tips from the experts that we all need to know Listen to the tricks and tips that Nadine Blayney and David Scutt have learned along the way Watch the video Next Steps Review your portfolio – are all your eggs in one basket? What is your risk profile?  Do your investments match this […]

Thinking of getting a home loan? A recent change may impact you

Thinking of getting a home loan? A recent change may impact you APRA recently announced new loan serviceability assessment expectations Christopher Wilsmore APRA (The Australian Prudential Regulation Authority) is an independent statutory authority that supervises institutions across banking, insurance and super, and promotes financial system stability in Australia. On 6 October 2021, APRA advised that […]

Vanessa Stoykov Talks the Strategic Art of Inheritance

The Art of Inheritance Find out why a conversation now around inheritance is so important Vanessa Stoykov Watch the video Next Steps If you are leaving an inheritance in the future, here are questions you need to ask. What do you want to achieve with your legacy? A lasting home for your children? A change […]