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

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Regaining financial control after a scam

Being the victim of a financial scam can be devastating and humiliating. This article uses a case study to tell the story of a woman on the brink of retirement who falls victim to a cryptocurrency scam that wipes out her savings, leading her through a journey of self-blame and recovery.

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The real impact of financial scams

We examine the cost of financial scams, the impact they have on Australians, and emphasise the importance of awareness and preparedness in combating cyber fraud.

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How to ensure your savings benefit your loved ones

This article shows with examples why it is so important to plan ahead to control your superannuation when you are no longer there to do it.

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Quarterly Economic Update: January-March 2024

We provide commentary on Stage 3 Tax cuts, inflation, property, global share markets, and local employment market.

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Fostering wellbeing in the workplace

Using a case study to highlight the importance of workplace support for mental health, we underscore the significant cost of mental ill-health to businesses, the rising awareness of mental health issues, and the positive impact of organisational support.

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The Importance of Building an Emergency Fund

This article explores the critical role of establishing a financial safety net through an emergency fund, offering practical advice on how to achieve and maintain financial stability in the face of life’s unexpected events.

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Avoid passing bad money habits on to your kids

This article explores the impact of parental financial habits on children and advocates for teaching responsible money management from an early age.

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Is Worker’s Compensation Enough?

This article sheds light on the importance of worker’s compensation and the potential gaps in coverage that individuals may face. It encourages readers to think about their own situation and consider if worker’s compensation is adequate, or if Income Protection may be required.

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Charting a course to financial recovery

This article discusses the rise in Australian household debt, explores the role of Debt Management companies in helping manage debt, and offers alternative strategies to empower individuals towards financial recovery.

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Unlock the Power of Investment Diversification

This article explores how diversifying your portfolio over different asset classes and industry sectors can minimise risk and provide more stable returns over time.

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Could rent-to-buy be your key to home ownership

This article tells the story of Jared and Nick, first-year apprentices in Australia facing the challenge of entering the property market, who, with the guidance of their teacher and a mortgage broker, explore and successfully navigate a rent-to-buy scheme, ultimately becoming homeowners.

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Career Breaks: What you need to know before you go!

In this article we discuss the impact of taking a career break, with a particular focus on your financial situation, and provide strategies to help mitigate any repercussions.

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