Financial First Steps for New Grads
In this episode, Financial Advisers Rob & Amy share essential tips for graduates to kickstart their financial journey. Discover the key steps you should take to manage your finances effectively,…
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Is your number up this tax time? Claims the ATO will scrutinise
CPA Australia No one likes being treated as just a number, but with millions of returns and tens of billions of dollars at stake, that’s the reality when it comes…
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5 ways to boost your super (with contributions) before EOFY
Looking to give your super a boost before the end of the financial year? Look no further! Follow these five strategies to maximise your contributions and make the most of…
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ATO flags 3 key focus areas for this tax time
Australian Taxation Office As ‘tax time’ approaches, the Australian Taxation Office (ATO) has announced it will be taking a close look at 3 common errors being made by taxpayers: •…
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2024-25 Federal Budget Recap
In his 2024 Federal Budget speech, treasurer, Jim Chalmers, announced that ‘The number one priority of this government and this Budget is helping Australians with the cost of living’. But…
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Investment Market Update
Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what it means for our investment portfolios. Who determines if things…
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Get ready for June 30 now!
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open…
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Investing for Minors
Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you covered. Discover strategies to mitigate tax impact and explore alternative…
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Phases of Retirement: Go Go, Slow Go, No Go!
“Increase the memories to reduce the regret” – Rob Goudie From the adventurous “Go-Go Years”, to the reflective “Slow-Go Years” and the contemplative “No-Go Years,” we explore the three phases…
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Regaining financial control after a scam
A year before retirement, Tess’s superannuation plan was on track, and she was imagining her post-work life. With savings of $34,000 at the bank, she was looking to park it…
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How to feel financially secure
Explore the keys to securing your financial future in our latest podcast episode. From gaining clarity and direction to sidestepping costly mistakes, we delve into the transformative benefits of professional…
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Quarterly Economic Update: January-March 2024
The first quarter of 2024 saw the Government roll out considerable changes to the Stage 3 Tax Cuts, inflation continuing to slow but remaining stubbornly high across some areas, surging…
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Avoid passing bad money habits on to your children
Generally speaking, we Australians are pretty financially savvy, that is, we understand the how and why of effectively managing our money. Unfortunately, that doesn’t mean we’re actually putting that know-how…
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Couple Goals: Making money work in a relationship
Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice…
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Josh, under 35 years, Horsham, VIC
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…
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Is Worker’s Compensation Enough?
No matter what kind of job you have, there is always a possibility of falling sick or getting injured, regardless of the type of work you do. That’s why every…
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From Budgets to Bliss: Tips for Aussie Families
Join us as we explore the financial journey of a typical Australian couple, late 30s, with two young children and an annual income of $150,000. With expenses at $70,000 annually,…
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Charting a course to financial recovery
Australian Bureau of Statistics, (ABS) figures indicate that between 2017-2018 and 2019-2020 total average household debt rose from $190,000 to $204,000. That’s an increase of over 7% in two years! …
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How to retire on $650,000 as a couple
Unlock the secrets to retiring comfortably as a couple with $650,000 in superannuation and savings. From determining spending limits to optimising tax structures, we cover it all. Learn how to…
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Achieving financial freedom
What does financial freedom mean to you? The ability to travel the world and build a dream home? Or to be able to enjoy a simple but active retirement, and…
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Smart investing: Strategies for 1K, 5K & 50K budgets
Join us as we explore practical investment strategies for budgets ranging from $1,000 to $50,000. Whether you’re a beginner or seasoned investor, we offer actionable advice on fund allocation and…
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What 2023 taught us about Investing
Join us as we unravel the key lessons, insights, and market trends that shaped the investment landscape over the past year. We’re breaking down the important stuff—what worked, what didn’t,…
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Building financial resilience
Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So what can you do…
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Active or Index Funds: What’s Your Best Bet?
Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds,…
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