Money
Financial freedom comes from disciplined planning, timely investments, and wise decision-making
15 January
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]
Happy new ‘calendar’ year: A smarter start from a tax and accounting perspective
8 January
The start of a new calendar year is more than just a fresh page in the diary — it’s an opportunity to reset, refocus and set yourself up for a smoother financial year ahead. From a tax and accounting point of view, January is the perfect time to...[Read More]
Show me the money: call to claim $300m in state coffers
7 January
The next best thing to winning lotto is getting some extra cash to offset costs during the holiday period. A whopping $300 million is sitting in the unclaimed money pool of NSW that taxpayers are legally entitled to from businesses that have not...[Read More]
New Year’s Resolutions: Why we make them—and why some stick while others don’t
1 January
Every January, millions of people around the world embrace the symbolic “fresh start” that the new year provides. Fuelled by optimism and the desire for self-improvement, we set resolutions that promise better habits, healthier living, and...[Read More]
A new year, a fresh start: Building a better you
1 January
A new year carries a quiet kind of magic. It invites reflection without judgement and possibility without pressure. No matter what the past year looked like, January represents a reset button — a chance to realign your priorities and move forward...[Read More]
New year brings cheaper medicines, higher energy bills
31 December
When Australians wake up to a new year, changes to government payments and policies will impact the finances of millions of households. From Thursday, the maximum cost of medicines on the Pharmaceutical Benefits Scheme will be slashed from $31.60 to...[Read More]
Self-interest widening wealth gap between old and young
31 December
Is the wealth gap between old and young Australians becoming a gulf? Former federal Treasury secretary Ken Henry has declared young workers are being “robbed” by the tax system, while ex-Victorian treasurer Tim Pallas calls the intergenerational...[Read More]
10 Smart end-of-year moves to set yourself up for a successful 2026
25 December
As the calendar year winds down, many people switch into holiday mode and plan to “reset” in January. While rest is important, this final stretch of the year is actually one of the most powerful times to prepare for a healthier, wealthier, and...[Read More]
CBA to repay $68m in fees to low-income customers
24 December
Following pressure from regulators, Australia’s largest bank says it will repay $68 million to low-income customers who incurred unusually high bank fees for services such as dishonoured payments and overdraws. Commonwealth Bank said on Tuesday it...[Read More]
Long commute deal breaker as workers stay close to home
17 December
Almost two in three Australians would not consider working for a company that required a long commute and many were willing to sacrifice higher wages and perks to work closer to home. Employees with short commutes also reported being happier and...[Read More]
AI will make a list but shoppers should check it twice
10 December
Christmas shopping could be a task performed by artificial intelligence bots in future, armed with a consumer’s credit card, specific instructions and permission to add goods to carts across the internet. One in three Australians is willing to put...[Read More]
The quiet power of compound interest
11 December
Albert Einstein reportedly called compound interest the “eighth wonder of the world.” Whether or not he actually said it, the sentiment holds true. Compound interest is one of the most powerful forces in investing, not because it is flashy or...[Read More]
Super needed for retirement diverges due to home status
10 December
The amount of superannuation needed for different groups to retire, as projected by Super Consumers Australia: * Single homeowner needs $74,000 for a modest retirement spending $32,000 per year, with the rest (91 per cent) supplemented by the age...[Read More]
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
The 12 days of Christmas: A goals-based approach to financial planning
4 December
The festive season is traditionally a time of celebration, generosity, and reflection. But it’s also the perfect opportunity to pause and assess our financial wellbeing. As the year draws to a close, many of us think about what we hope to...[Read More]