Are you sacrificing your retirement for your adult children?

With the cost of living on the rise, it’s natural to want to give your children a helping hand financially. This article discusses important points to consider before gifting money to family, including implications on your future retirement savings and tax obligations. Read More

What does it take to become a millionaire?

Pssst! Want to be a millionaire? It may seem an impossible dream, but depending on your circumstances joining the ranks of the millionaires may be easier than you think. Read More

Be safe rather than sorry

Not everyone will do it, but most people will consider it at some stage in their lives – borrowing to buy their very own home. It can be an exciting venture, but also a scary one if you don’t plan well. Whether you are borrowing to buy your first home, or upgrade your existing property, it is imperative you take the necessary steps to ensure you do not borrow more than you can comfortably repay. Read More

Closing the gender superannuation gap

For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. With a staggering 40% of single retired women living in poverty, this article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised. Read More

Six steps to a sustainable Christmas

While the holiday season brings joy and happiness, it also brings enormous physical and financial waste. This blog provides six tips for a sustainable Christmas to help both the environment and your hip pocket Read More

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