Financial Planning

Australian money
Cash is king in a crisis Most of us understand the importance of saving for a rainy day, but sometimes it takes a crisis like the current pandemic to make us act on it. Read more
mental health
Maintaining your mental health through the pandemic The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period, was a transition to working from home for many people. Read more
housing market - money
Housing market: shaken but not stirred With Australia in a COVID-induced recession, residential property is not immune to falling economic activity. Yet housing prices are proving surprisingly resilient. Read more
writing will
Estate planning – making your wishes known to your loved ones With Australia currently dealing with a second wave of COVID-19, the speed and spread of the illness underlines just how fragile life can be. Read more
New financial year - new ideas
New financial year – new perspective The start of the financial year is always an excellent time to take stock of your current situation and visualise where you’d like to be in the future.

It’s fair to say this year hasn’t been ‘business as usual’! While no-one could have predicted the first six months of 2020, nor want to repeat them, it’s likely there have been lessons learned. So as you review and set new goals, consider any takeaways from lockdown and how they have influenced your goals and path for the future. Read more