Goal Setting

7 learnings that redefine success...

7 learnings that redefine success...

What does it mean to be successful? This was the question facing Katrina McCarter – founder and CEO of Marketing to Mums – in her presentation at the recent Financial Executive Women (FEW) Leadership Conference…

Teens heading off to Uni: 5 Chats

Teens heading off to Uni: 5 Chats

With the HSC exams finished and new graduates about to begin the next stage of their education, perhaps it’s a good time to start thinking about a new challenge ahead: how your teenager will fund his or her life at university…

Spend Less: 7 Mind Hacks

Spend Less: 7 Mind Hacks

When it comes to spending money, your brain has a whole A to Z of biases steering you towards splashing out instead of sticking to your budget. Find out how these mind habits work and learn hacks to help you get the better of them…

Your No 1 Financial Focus, Decade By Decade...

Your No 1 Financial Focus, Decade By Decade...

Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own path could see you enjoying a more comfortable lifestyle and being ready for the next chapter to begin. Read our guide to getting all your money matters sorted out, one decade at a time…

So you're starting a family...

So you're starting a family...

Starting a family will bring you plenty of joy, but it will also create many challenges. In addition to possible sleepless nights and changes in your lifestyle, it could also affect you financially…

E+R=O, a formula for success

E+R=O, a formula for success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience…

Money & other family values...

Money & other family values...

At a time when spending is becoming ever more streamlined, it’s even more important for kids to understand the value of money. But how can parents and schools teach important money lessons without making kids feel anxious about not having enough or want more than they really need? Discover tools and concepts that can help with financial literacy, at home and in schools...

Share your goals for a stronger relationship

Share your goals for a stronger relationship

So you’re convinced that love conquers all and money matters can’t possibly come between you and your partner. Some recent stats about from Relationships Australia might make you think again...

Can you afford not to have a plan?

Can you afford not to have a plan?

Many people wonder if they can afford a financial planner, or whether they even have enough money to justify one. As Simon Clifford writes, people can't afford to not have a financial planner, or a plan...

Teach Your Children Well

Teach Your Children Well

As we move towards a cashless society, how do we teach children that money comes from hard work and good financial management and not some magic money pot in the sky?

The True Value of Advice

The True Value of Advice

Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus you’ll take more family holidays, have greater peace of mind and more confidence in your financial decisions...

Mini-retirement: Where do I sign?

Mini-retirement: Where do I sign?

Think a mini-retirement sounds like a pipe-dream? If you daydream about having the time and energy to get through your bucket list while you’re still young, it could be time for the blue-sky thinking and practical planning that can make it happen...

Teen heading off to Uni?

Teen heading off to Uni?

5 Vital chats to have...

With the HSC exams finished and new graduates about to begin the next stage of their education, perhaps it’s a good time to start thinking about a new challenge ahead: how your teenager will fund his or her life at university.

Of course, you can always give your childs a helping hand with their finances during this time. But it’s also important to get them ready to stand on their own two feet during and after their studies.

For some parents, this may be a great opportunity to have those crucial chats about money and the financial workings of the world.

Frugal February - How Much Could You Save?

Frugal February - How Much Could You Save?

It’s the shortest month of the year so what better time to make a change and save some money? We’ve got three tips for each of the next four weeks to help those dollars pile up in Frugal February...