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Financial Planning

For US citizens calling Australia home- navigating tax can be a challenge

John Versace

Nov 09, 2018

Australia has always been a popular place for US citizens to call home. Whether it be for career opportunities, following loved ones, or a change in lifestyle, thousands of US…

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Is your financial future protected?

Andrew Dunbar

Nov 07, 2018

When planning finances and how to achieve financial independence, one of the biggest mistakes Australians make is assuming that they will have a healthy income over the course of their working life. But life is unpredictable, so what happens when injury or illness gets in the way?

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Smart cities: How we live will change in the future

Andrew Dunbar

Oct 31, 2018

I recently read a report that I found interesting in terms of our future. This report, from McKinsey, outlined the future of our cities. It piqued my interest enough that I took a further look, and found a stat that made me take notice: By 2050, it’s predicted that 75% of the world’s population will live in a city. That’s a huge population shift.

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Technology and productivity: Is one killing the other?

Andrew Dunbar

Oct 22, 2018

I recently read an article from the World Economic Forum, with the main theme being along the following lines: Is technology driving productivity, or is it actually stopping work? The case was made that technology, particularly in the office context, is not actually increasing productivity but is, in fact, an inhibitor to working effectively.

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Protect yourself: Scams are on the rise

Andrew Dunbar

Oct 16, 2018

It’s a sad reality today that many Australians are targeted by financial scams. It’s something that is often in the headlines and we hear countless warnings to be aware that unscrupulous people could be after our hard-earned money.

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The next technology revolution could be a game changer

Andrew Dunbar

Oct 03, 2018

Technology has the power to change our lives, often rapidly. We live in an age where it is already revolutionising the way we live in so many ways: Think about artificial intelligence (AI), augmented reality (AR), virtual reality (VR), the Internet of Things (IoT)…all of these terms have become commonplace.

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Supporting the community is a value we can all share

Andrew Dunbar

Sep 25, 2018

In business, it’s important to remember that we have the ability to support more than just our clients and our employees. We’re in a fortunate position, something I’m thankful for every day.

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The bots are coming…so what does it mean for you?

Andrew Dunbar

Aug 22, 2018

For the vast majority of us, interacting with the Internet is a daily part of our lives. Whether it’s checking investment performance, reading the latest news, or making an online purchase, it’s a core part of our day.

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Getting married debt-free

Andrew Dunbar

Aug 14, 2018

Getting married is an exciting time in your life. Now that you’ve found your partner for life and you’re engaged, it’s time to start planning the wedding. For many newly…

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YOLO spending habits of Gen Y: Can you have your cake and eat it too?

Andrew Dunbar

Aug 08, 2018

If there’s one generation today that is discussed at length, it’s Generation Y, more commonly known as ‘Millennials’. It’s a generation that has been thoroughly reviewed by the media and academia alike, with numerous theories around the opportunities and challenges facing this generation.

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Refresh your finances this financial year

Andrew Dunbar

Jul 31, 2018

When it comes to money, it is always worthwhile to make time to refresh your finances. Whether it is reviewing your goals, consolidating your super or reassessing your insurances, the start of the financial year provides the perfect time to get your finances sorted.

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How virtual and augmented reality will change our lives

Andrew Dunbar

Jul 17, 2018

The terms ‘virtual reality’ (VR) and ‘augmented reality’ (AR) are technology terms that leave many intrigued. What started out as a bit of a gimmick for gamers around the world has taken on a very real significance in recent times. As technology platforms, they have the potential to change the way we live in many ways.

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