Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Oliver’s insights – More volatile and constrained – the macro investment outlook for 2025

15 January

Key points 2024 was another strong year for investors with shares up strongly on the back of better than feared growth & profits and global central banks cutting rates. Volatility was low and balanced growth super funds returned around 11%. 2025...[Read More]

Steps to take if you can’t afford your mortgage repayments

9 January

Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, it’s essential to find ways to manage your mortgage and avoid defaulting...[Read More]

4 great reasons to hire a bookkeeper

9 January

 Did you ever hire a bookkeeper to help you keep track of your expenses and tax obligations? If not, find out why now may be the best time to do so.   Bookkeeping is an essential component of any organisation. To focus on other tasks, such as...[Read More]

Ethical investing: what types are there plus the pros and cons

9 January

Ethical investing has been gaining prominence over the last few decades. Find out what makes it an attractive investment strategy in this post.   The investment technique known as ethical investing prioritises the investor’s moral, religious and...[Read More]

Starting a business after retirement: turn your passion into profit

9 January

For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]

5 simple things to do as you plan for the year ahead

2 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]

Financial New Year Resolutions to make in 2025

2 January

The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]

6 tips to overcome the deposit barrier

2 January

In Australia, the deposit barrier is a significant challenge for many people who wish to buy their own homes.  Saving up for a deposit can be a daunting task, especially for first-time homebuyers.  The good news is that there are various...[Read More]

Tax planning strategies for small businesses

2 January

Every dollar counts in business, especially for small enterprises. Therefore, you need to find ways to minimise your tax liability in addition to optimising income or profit.   With a small business tax planning strategy, you can increase profits...[Read More]

Top 10 new year’s resolutions and how to ensure they come true

2 January

The New Year offers a fresh start, motivating people to set goals for self-improvement.  However, many resolutions fade before February.  Here’s a look at the top 10 resolutions and strategies to make them stick.   1. Exercise More Improving...[Read More]

Loyalty penalty costing power customers, warns ACCC

1 January

As many as four in five households could be paying less for electricity by shopping around or calling providers to ask for a better deal. Numbers from the consumer watchdog suggest the so-called “loyalty penalty” intensifies the longer...[Read More]

Estate planning: preparing for life’s uncertainties

26 December

Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances.  The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]

Journeys of a lifetime: how to make travel truly memorable

26 December

Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]

Position your business for a strong start in 2025

26 December

As the new year approaches, now is the perfect time to strategise and set the groundwork for a thriving business in 2025. Launching a business that’s poised for sustainable growth begins with a clear vision, a well-defined operational strategy,...[Read More]