Downsizing should be a choice, not a wealth strategy

Published: February 19, 2018

Downsizing to a coastal town or regional hub can hold lifestyle appeal, but don't bank on it as a strategy to fund your retirement. For many empty nesters, who may not have had the benefit of employer-paid super throughout their working life, the value of the family home can be seen as the jewel in […]

Read more

Love and money? It’s not about control

Published: February 5, 2018

With Valentine's Day around the corner, it's a good time to explore shared ideas, and how you manage money as a twosome. Our approach to managing household finances can make a big difference to the health of a relationship. Thankfully, the old line about “I earn the money. She spends it” no longer has relevance […]

Read more

What is the retirement age in Australia?

Published: January 31, 2018

With no definitive retirement age in Australia, the date you exit the workforce will probably come down to personal circumstances and whether you can afford it. The age you retire in Australia isn’t set in stone. You can really retire whenever you want to, but health, financial commitments and your ability to fund the lifestyle […]

Read more

7 healthy habits that could improve your bank balance this year

Published: January 31, 2018

  See how you could benefit your body, while upping the change in your back pocket at the same time. For many of us, the new year often begins with good intentions and a handful of new year resolutions, which may or may not begin right on 1 January. You might be working toward the day […]

Read more

Bitcoin – is it really for you?

Published: January 31, 2018

Some people may have made big money, but plenty of latecomers would have experienced dreadful losses. If I could sum up the contents of my junk emails over the last 12 months in a single word it would be: Bitcoin. I can’t tell you how many unsolicited invitations I’ve received to start trading bitcoin. This […]

Read more

Are you eligible for government school subsidies?

Published: January 15, 2018

Get up to speed with the government subsidies you may be able to claim before the kids go back to school. With 2018 now in motion, many parents and carers are looking at how they’ll cover school fees for the year ahead, not to mention other costs, such as uniforms, shoes, stationery and equipment. The […]

Read more

Now to clear the festive debt

Published: January 12, 2018

Australians racked up an extra $29 billion in credit card debt over the festive season, and without early action plenty of people could still be paying off Christmas 2017 in 12 months’ time. Australian cardholders each notched up an average of $1,727 in holiday debt based on figures from comparison site Finder. The interest cost […]

Read more

Strategies to make your resolutions stick

Published: January 7, 2018

Happy New Year! As we kick start 2018, you’ve probably made a few resolutions. It’s not a bad idea – simple lifestyle changes can improve our health and put valuable dollars back in our pocket. The trick however is to make your resolutions last the whole year, and that can call for a couple of […]

Read more

How to have a budget friendly holiday this summer

Published: November 30, 2017

Holidays usually equal good times, but they don’t have to equal big money.  Everyone loves saving a dollar or two, and one place it really pays to stretch your money further is on holidays. After all, the more cost effective your holidays are, the more of them you can afford to have! If you’re still […]

Read more

How to deal with financial stress – nearly 1 in 3 affected

Published: November 30, 2017

See how financial stress is impacting people's physical and mental wellbeing, and what steps you could take to turn things around. Close to one in three Aussies is feeling the pinch financially, with money worries reportedly leading to sleep loss, conflicts in relationships, isolation, as well as a range of other things1. These were the […]

Read more