Anyone can benefit from having a financial plan that is tailored to them and their needs. However, according to statistics gathered earlier this year, women comprise 46.2% of all employees in Australia’s workplace*. Statistics like these tell financial advisors and planners alike that a financial...
When most people think of enjoying a great retirement, they often think of having a fat nest egg and great health so they can get out and enjoy the activities they truly love. Sure, these things certainly do help, but are these things the only...
Millennials, a generation not easily understood by most of us, have grown up in a much different world than us “older” folks did. Extensive research, countless papers, and many articles have been written about Millennials and their financial health. Why? Because their choices and available...
You’ve found your Sunshine Coast dream home, and now it’s time to find the best mortgage to help put those keys in your hand as fast as possible. One way to make it happen: work with a mortgage broker who can help guide you through...
As retirement approaches, the stakes often get higher. There’s no time for errors in judgment or money mistakes, which is why it’s so important to know what common errors and mistakes to look out for and avoid like the plague. Here’s a list of three...
A personal loan can be a helpful tool when it comes to managing your finances—as long as it is used for the right reasons and in a responsible way. However, there are many taboos that can easily be associated with accumulating debt, and many people...
Similar to a financial planner, an investment advisor should take the time to understand their client’s personal financial goals. For example, knowing when they would like to access their funds, and what they will be using the money for. Also similar to a planner, an advisor...
We all have a list of the things that we want to buy or have and many of us will buy what we want no matter the price, causing us to experience buyer’s remorse. However, experiencing regret for purchases might not be the only thing...
Some people like doing their own financial planning, and happen to be quite good at it, while the very thought of money and creating a budget scares others. The people who fall into the latter are often the ones found shopping around for professional help...
Credit cards provide us with access to a world of possibilities. They can help us learn how to make payments while improving our credit score. When payments are made on time, we can improve our credit score quite fast. When a card has been misused...