Financial planning & goal setting

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.

16 September, 2019

Financial considerations for the self-employed

Running your own business can be extremely rewarding. Being your own boss and knowing that all the effort you put in goes towards your success… for many people this is a dream come true. But, how would you manage if something happened and you couldn’t work for a few months?

27 August, 2019

Change your mindset and plan for your future

The mind is a funny thing… it can push you forward to achieve great feats or it can pull you down into a state of inaction. Your mindset is incredibly important when it comes to your wealth building because the right mindset certainly helps you achieve financial success.

14 August, 2019

The sandwich generation

Do you have ageing parents that you support while also caring for dependent children? Every dollar given away today could impact your own financial security in your retirement years, and perpetuating financial instability is the last thing you want to do.

10 July, 2019

A woman’s wealth

We hear a lot about the gender pay gap… and we know that women tend to retire with far less in their superannuation accounts when compared to men.

5 July, 2019

Finding the right financial adviser

Making the decision to engage the services of a financial adviser can be daunting. It is very important that you find the right person to help you along your path. We have some suggestions about the qualities you should consider when looking for an adviser to help you along your financial journey. First Financial Melbourne.

8 May, 2019

Tips for home buyers

Buying a home is an incredibly exciting time! It can be the beginning of a new chapter in life… you have found your dream home in the perfect suburb and you are ready to embrace the home-owner lifestyle. But with all the excitement, there can also be some apprehension about taking on such a large financial investment.