Financial planning & goal setting

3 December, 2020

Protecting your finances during separation

The end of a relationship is a difficult time, and separating from a partner can be a gruelling process. In a heightened emotional state, things can get messy quickly and you can find yourself facing not only the breakdown of your relationship but also dramatic changes to your financial stability.

14 October, 2020

Financial planning for major life milestones

Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.

12 October, 2020

Business succession planning

Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.

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.