Our Insights

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

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Quarterly Economic Update: October to December 2023

Our latest economic update covers inflation, interest rates, holiday sending and the Australian property market.

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A Self-Employed Superannuation Guide

This article explores superannuation for the self-employed, defining who a self-employed person is, and highlighting the shocking statistics on how few contribute to super. It also provides insights into the benefits of super for the self-employed and uses a simple roadmap to explain how to get started.

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Nailing your job hunt: A guide for school leavers

In this article, we share vital tips for school leavers entering the job market, emphasising the importance of soft skills, resilience, digital literacy, and a schmick resume.

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Post Christmas Sales: A Survival Guide

This article explores the allure and pitfalls of post-Christmas sales, highlighting the importance of discernment and strategic planning when making purchases.

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The challenges of being a carer

This article examines a real-life case to reveal how caregivers juggle financial pressures and emotional challenges. It stresses the importance of caregivers looking after their own well-being, offering practical advice on accessing vital financial assistance.

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Fortify your Finances: A Recession Survival Guide

We explore how you can protect your finances against the impacts of an economic recession.

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Roadmap to retiring young

We discuss the aspiration of early retirement and emphasise the importance of careful planning and dedication to achieve this goal.

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Quarterly Economic Update: July – September 2023

A brief round up of the economic news for the September quarter of 2023.

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Thinking About Switching Mortgage Lenders? Consider This First

We caution you to do your research before switching home loans and provide some alternatives to consider.

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shows two people sorting piles of paperwork related to their debt and finances

The impact of interest rates on managing debt

This article explores how interest rates affect managing debt and provide some tips on how to navigate these challenges.

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How much should I have in my emergency fund?

When times are tough financially or unexpected bills pop up, having an emergency fund set aside can alleviate stress. Unfortunately, many people choose not to or struggle to find spare cash to put aside. This article explains the importance of an emergency fund and offers clever savings tips to get your fund growing.

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Could your best friend be the key to getting into the property market?

Struggling to get into the property market? You’re not alone. This article explains how co-ownership may be the key to help you achieve the “Great Australian Dream”. This is a non-biased piece that explores both the pros and cons for co-ownership.

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