Mistakes Our Parents Made

When it comes to our parents’ financial strategies, it may well be a case of ‘do as I say, not as I did’. The baby boomer generation was born into a time of post war affluence, but as they near retirement many are realising their lack of financial acumen will deny them a comfortable and sustainable lifestyle once they leave the workforce.

Mistakes Our Parents Made

When it comes to our parents’ financial strategies, it may well be a case of ‘do as I say, not as I did’. The baby boomer generation was born into a time of post war affluence, but as they near retirement many are realising their lack of financial acumen will deny them a comfortable and sustainable lifestyle once they leave the workforce.

Self Employed and Home(loan)less

Over two million Australians enjoy the personal and professional freedom of self employment but one frustrating downside emerges when it’s time to get a home loan.

When Two Become One

Getting engaged is the beginning of a whole new chapter in most people’s lives. For many couples, planning the wedding is the first big step of their joint future. Amongst the celebrations and excitement it is easy to overlook some fundamentals (like money).

To Fix or Not to Fix

With historically low interest rates a current topic of conversation, many clients are asking the question: Do we fix our loan or is it better to have a variable rate?