How to survive Christmas with your finances intact
Andrew Dunbar
Dec 03, 2024
The Christmas period is often referred to as the “silly season”, and for good reason. For many of us, it’s a time when work takes a backseat, and we focus…
How to take the heat out of your power bill
Andrew Dunbar
Nov 26, 2024
As living costs continue to rise and energy prices skyrocket, bill shock is a real issue for many Australians. Heating and cooling appliances are among the biggest energy users, so…
The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…
Ask an Adviser: How can I save when planning the trip of a lifetime?
Tracey Pace
Jul 01, 2024
As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…
Tax tips for End of Financial Year 2023/24
Andrew Dunbar
Jun 03, 2024
As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead. …
End of financial year strategies to maximise your finances
Tammy Tan
May 01, 2024
With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…
Planning for the cost of education in 2024
Andrew Dunbar
Apr 05, 2024
In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…
Budget 2023: What you need to know
Andrew Dunbar
May 10, 2023
Summary Cost of living measures include energy bill relief for eligible households and small businesses, cheaper 60-day scripts for some medications, and a tripling of the bulk-billing incentive. In superannuation,…
Doing more of what you love: 5 steps to align your values and your spending
Andrew Dunbar
Sep 21, 2022
When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning…
Budget 2022: What you need to know
Andrew Dunbar
Mar 30, 2022
Last night’s budget announcement proposed a number of measures to relieve pressures on household spending, particularly for families and low-income earners. Here is our wrap-up of the key initiatives. You…
The cost of raising children in Australia
Andrew Dunbar
Jan 19, 2022
Whether you are thinking of starting a family, already have a baby on the way, or are in the throes of parenthood, just thinking about how much children cost to…
