Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their finances and one in three say that money is a source of conflict in their relationship.

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Who needs a testamentary trust? The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing steadily and is being transferred to the next generation at increasing rates. Read more
Productivity – the key to thriving when times are tough Productive businesses are like cacti – able to survive and grow in tough conditions using minimal resources. So, let’s look at how your business can emulate those prickly plants and thrive in what is shaping up to be a challenging environment for businesses. Read more
Why an emergency fund delivers peace of mind When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car – it can be nerve-wracking worrying about how to deal with the crisis. And, if funds are short, that just adds to the stress.
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Time to refinance? Considerations for mortgage holders and businesses With the cost of living continuing to rise, it can feel increasingly hard to make ends meet in terms of your personal finances, and it can also be challenging running a business in an inflationary environment. One way of combatting inflation is to reduce the escalating cost of borrowing by reviewing your current arrangements. Read more