
Managing finances through illness
Andrew Dunbar
Dec 04, 2019
Finding out you or your partner are seriously ill or injured is a frightening time, and many other aspects of life must be put on hold as you focus on…

Saving vs. Investing: Five Steps to Make the Most of Your Money
Sarah Gonzales
Nov 26, 2019
When it comes to our finances, most of us want that safety net; to know we are setting ourselves up to live the lifestyle we want – whether that is…

Ask the experts: What is the best way to save for my daughter’s education?
Staff Writer
Nov 21, 2019
Our Director and Senior Adviser Andrew Dunbar was featured on Canstar recently discussing the cost of and the best way to save for your child’s education. Read the story by clicking here.

How do you prepare financially to start a family?
Robert Greig
Nov 19, 2019
Starting a family is a major life event, and one many of us plan for in advance; thinking about everything from baby names to where and how we would like…

Stuck in the nest: Are adult kids living at home hurting you financially?
Andrew Dunbar
Nov 12, 2019
At a time when housing affordability and non-existent wage growth are both hot topics, it’s not surprising to see a trend of adult children living at home with their parents…

Creating value: What should you expect from your adviser?
Andrew Dunbar
Nov 06, 2019
When it comes to your finances, picking the right adviser can make a world of difference. In the wake of the Royal Commission into the finance sector it’s certainly made…

3 tips for better cash flow management
Emily Lanciana
Oct 30, 2019
When looking at your finances, it is important to understand where you are spending your money. However, for many of us it can be the most challenging part. Many Australians…

Top 10 tips to saving money on travel
Andrew Dunbar
Oct 22, 2019
It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an…

Tips to get started with investing
Emily Lanciana
Sep 10, 2019
As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

Tips to protect yourself from scams
Andrew Dunbar
Sep 05, 2019
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…

Why You Should Consider a Career in Financial Planning
Andrew Dunbar
Aug 27, 2019
There’s no denying that the financial planning industry is experiencing its fair share of challenges. From changes to education standards requiring some established planners to return to study or lose…