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Financial Planning

Returning to Australia with a US Green Card

John Versace

Jun 14, 2022

For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while…

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How to plan your finances in your 60s and beyond

Andrew Dunbar

Jun 09, 2022

In your early 60s, retirement is likely within reach and it’s time to be thinking about it at a microlevel. Planning for retirement should focus on planning your finances for…

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How to plan your finances in your 50s

Andrew Dunbar

May 11, 2022

In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s…

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Why you should consider philanthropy in your financial planning this year

Andrew Dunbar

Mar 23, 2022

As we come out of one of the most uncertain periods in living memory, many of us are evaluating what’s really important to us. For some, this has taken the…

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5 ways a financial plan can enrich your life

Andrew Dunbar

Feb 22, 2022

Financial planning is often thought about in terms of the practical elements, such as investing, budgeting and saving, and these are of course, important aspects. But many people don’t realise…

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What is dollar-cost averaging, and should you use it?

Sarah Gonzales

Feb 03, 2022

Put simply, dollar-cost averaging is an investing term that describes the strategy of making incremental investments over time rather than investing all at once in a lump sum. The idea…

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Six tips for setting meaningful long-term financial goals

Andrew Dunbar

Jan 28, 2022

Long-term financial goals are a critical part of any financial plan, and while achieving them can be decades into the future, meaningful goals should be used to guide your financial…

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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…

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7 questions to ask yourself before buying a new car in 2022

Andrew Dunbar

Jan 13, 2022

While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. When it comes to the financial aspects, there are…

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The key to achieving your goals in 2022

Andrew Dunbar

Jan 04, 2022

It’s that time of year again when many of us are thinking about what we want to achieve in the year ahead. Whether you set financial, career or lifestyle goals,…

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Rent vs. buy: Is renting always a bad thing?

Matthew Dunbar

Dec 08, 2021

Trying to get on the property ladder today can feel like a losing game. Just as your deposit reaches a healthy point, prices continue to rise, and you need to…

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Six ways you can support local businesses and communities this Christmas

Andrew Dunbar

Dec 02, 2021

During COVID-19, local businesses and organisations have faced a series of uphill battles, from lockdowns to travel restrictions and even staff shortages when reopening occurs. Unlike many large players, these…

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