Financial Education for a Successful Future
Think back to when you got your first job, do you remember getting your first group certificate and wandering what you did with all that money. Regardless of what age…
Financial Education for a Successful Future
Make 2024 a financially healthy one
We made it! Another year is behind us – how was 2023 for you? Did you achieve everything you’d planned? Are you better or worse off financially than you were…
Christmas on Credit
Christmas is a time of giving and receiving, but as we approach this most dangerous time of the year for credit cards we’d like to give you a quick refresher…
Foundations of a Wealthy Lifestyle
Foundations of a wealthy lifestyle A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years were aged 18 to 24. These…
The financial effects of divorce after 50
With Australians marrying later in life and staying married for longer, the median age of divorce has risen over the last 20 years. It now stands at 45.9 years for…
When love blossoms later in life…
Falling in love is a magical and wondrous experience, but once the heart flutters have settled a little and two people move towards a more serious relationship, various challenges may…
Financial advice is not the same for everyone
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning, but underpinning the whole process…
Financial Planning for a Life Well-Lived
Over my 35-year financial planning career, the most common question I’ve been asked is, “Christine, how can I save more for my retirement?”. Many of my clients believed they’d outlive…
Understanding the 3 Pillars of Retirement
While older Australians are reportedly among the wealthiest retirees in the world, much of their wealth is tied up in their family home, leaving many to worry about how they…
When can I retire, and can I afford it?
Retirement… the longest holiday you will ever take, or something to fear? To ensure a comfortable living standard in retirement, you will need to calculate how much you’ll need to…