First Home Buyers: How to Make it Happen

Saving for that first home is an exciting step. Many young people who are setting out on the path to home ownership are faced with the realisation that it’s just not as easy as it sounds.

Advice Financial Planners Use Themselves

Most of us are looking for ways to save money and better our financial situation. As we rack our brains in search of ways to achieve our goals, we are often left thinking “what do financial planners do?” These guys know how to secure their financial situation – after all, it’s their job.

Personal finance – 9 things you’re probably not doing but should

Financial freedom is a dream shared by many. There are priceless tips on how to be financially independent. The following are some of the financial planning tips that you will find useful in 2014: Pay Yourself First By this I mean set aside a portion of your earnings every time you get paid or achieve […]

Personal finance DIY – 6 Ways to Kick Start Your Financial Year

As the new financial year is under way – it’s time to look at your finances and maybe even make a few of those new (financial) year resolutions. Here is our pick of the best 6 ideas to get you kick started: Increase your mortgage payments. Just a little bit extra in each mortgage repayment […]

Estate planning – Why you need to do your will

The common misconceptions when it comes to wills are that they are only for the super rich, or for people that are further along in life. The truth is most people should have a will, regardless of their wealth or age. Have you ever worked? Chances are that you’ll have superannuation with possible insurance cover […]

Personal finance DIY – Goal Setting For Your Finances

Everyone these days tells you that you need to set goals for yourself to reach. Don’t have any goals? You won’t achieve as much as a result you’ll be told. So if you’re going to set yourself some financial goals, which ones should you focus on? How big should they be? Should they be small, […]

Personal finance DIY – 5 Simple Ways To Make Your Money Work For You

When clients come into our office to talk about their financial future, part of our time is spent doing what we call “housekeeping”. Money housekeeping represents the basic, non structural changes that we suggest that clients make to their finances in order to improve them. They are simple, low or no risk way of making […]