Financial planning & goal setting

10 August, 2020

Do you have adult children living at home?

Whether your kids are boomeranging back, or they are yet to leave home, it’s important that you set expectations and create practical boundaries within your household. The truth is… your kids aren’t really kids anymore, so you should resist the urge to fall back into full parent mode.

4 August, 2020

The power of a financial adviser
during uncertain times

During challenging times, it can be extremely beneficial to have a trusted financial adviser. Someone who knows your personal situation and can help you navigate the uncertainty with sound advice and professional assurance.

13 July, 2020

Retirement planning – considerations when you’ve lost a job after 60

There is never a good time – or age – to be out of work. But for those over 60, it can feel particularly painful. If you have lost a job or been made redundant, the hardest part is knowing what to do next.

25 May, 2020

Investing vs paying off your mortgage

Owning your home outright is often a key financial goal for many Australians. But should you be solely focused on paying your mortgage off early to save on interest costs? Or are there other ways to optimise the spare dollars you have?

13 May, 2020

The emotions of market volatility

When you start investing in the share market, you embrace the process with optimism. Unfortunately, market volatility can dent your optimism and set you on a roller-coaster of emotions.

29 April, 2020

How to deal with redundancy

Redundancy can be a life changing experience filled with many mixed emotions. The uncertainty of unemployment can feel overwhelming, but by taking control of your finances you can secure your lifestyle today and into the future.

3 April, 2020

Seven tips to help reduce your expenses

Reducing expenses and saving money might seem like an impossible task in the current climate… but there are some practical steps you can take today to help create habits that will benefit you far into the future.

9 March, 2020

Why consolidate your superannuation?

As the workforce changes, many people are regularly moving between jobs… and with every new employer, it’s not uncommon to leave the set-up of superannuation to the accounts department. Therefore, it’s entirely possible that by the time you reach the age of 40 you may have multiple super funds.

2 December, 2019

Why couples should share their superannuation

Couples can maximise their superannuation and also benefit from tax incentives and estate planning when they use these strategies to share their super.

25 November, 2019

The real value of good financial advice

“Financial peace of mind doesn’t just happen… it takes planning, it takes long-term commitment.” Ben Rossi, Principal and Managing Director, has helped many people over the decades. He knows just how valuable good financial advice can be when planning for your future.