Latest News
Grab a coffee and catch up with the latest news on our blog!Enter your details on the right to learn how you can save for your kids education. We will also email you more tips to help you save for the future.
Australian Stock Market Today
Australian Stock Market Today 15th January 2019 Disappointing Chinese trade data has given Australia's mining and energy sectors a slap and kept the broader market flat after what promised to be a positive start to the week. The benchmark S&P/ASX200 index closed...
Saving for the whole family – fido included!
Setting a savings goal can be challenging when there’s just one person involved, so how to tackle it for the whole family? Doing so over wine or a coffee is always a great start. Here are our top tips to assist in the conversation. Decide who your family...
What is an emergency account and what are the perks?
What is an emergency account and what are the perks? An emergency account is a bank account that should be used ONLY in cases of an emergency. This does not include buying the jacket you have always wanted, but an unplanned surgery or an unexpected expense...
How much deposit do I need for a property?
What does it cost to buy a property? This is a great question! We have all heard the Australian dream is to own a home, so what deposit to we need to make the dream a reality? To answer the question, there are two checks the banks look at when they assess you if you...
The pros and cons of mixing business and family
It is not uncommon to hear words of warning against working with family. It might surprise you then, that around 70% of all businesses in Australia are family owned and operated. What drives people to take the leap into starting their own business and...
How much do I need to start investing?
I had no idea what investing was or where to start. I had some savings but wasn’t sure what to do with them. After meeting with Josh and running through different ideas that would suit my needs, I learnt about investing and got excited about making my...
Your personal CFO
If we all made the right financial decisions in life than we would all be rich. What if I told you that you can get more wins on the board with your very own, Personal Chief Financial Officer (CFO) aka holistic Financial Adviser. So, what is a Personal...
To Afterpay or not to Afterpay?
If you haven’t heard of Afterpay then you have either been living under a rock, have purchased anything new and exciting, or possibly you are just responsible with your money! So, let’s start with, what is Afterpay? Afterpay is a modern-day...
The insurance you never knew you needed…
Alright, I’ve got a story for you. Strap in because it might blow you off your seat. My partner and I have an adorable little fur baby that is the prince of our household. Recently he needed a trip to the vet, for a bladder issue we felt was relatively...
How to join your finances and share the load!!
Having the discussion to join your finances is a great idea but often easier said than done. Common scenarios we see are that perhaps one of you has stopped working as you are about to start a family, or maybe you have purchased a home or moved in...
