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Financial Autonomy

Mar 29, 2023

This week we're going to look at 6 core personal finance concepts. These are concepts that it's easy for those of us working in the space to assume everyone understands. It might also be that your understanding of what these terms mean differs from the industry definition. So let's run through these core concepts...


Mar 22, 2023

Given the large increases seen in property values in recent decades, combined with more and more of us living well into our 90s, the problem of being asset rich and cash poor is becoming increasingly common.

Another way to frame this problem is something an old neighbour said to me once, “Paul, you can't eat...


Mar 15, 2023

As a parent, providing your child with the best possible education is core business. This week I'm talking to Marie Van Asch of Futurity about education funding solutions. This was a great discussion, hope you enjoy it.

 

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Mar 8, 2023

It's not uncommon for our clients to want to assist their children to get into the property market. Particularly in our major capital cities, we all know that prices are at levels that make it very difficult to accumulate an appropriate deposit and be able to service the level of debt required.

Usually, parental...


Mar 1, 2023

This week to explore when you should be taking some time to look at your personal insurance.

Appropriate insurance is an essential financial safety net, but we want to have the right levels of cover - not too much, and not too little - because insurance costs money, and that’s money you can’t use for other things...