Make sure to ‘die with zero’ for optimal happiness - that's the idea behind Bill Perkins book - Die with Zero. In short, Perkins wants to rescue you from over-saving and under-living. So let's dive into a challenging yet enlightening perspective on retirement, personal finance, and life priorities,...
These empowering strategies can help women take bigger financial strides over the long term. International Women’s Day (IWD) is celebrated around the world on 8 March every year to highlight the social, economic, cultural, and political achievements of women. At the same time, IWD draws attention to...
Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial goals. Financial health is made up of three components: the ability to meet everyday commitments like paying your...
How are you with your credit card payments? Well, according to new research from Finder, an alarming number of Australians are falling behind on their credit card repayments. In fact, based on Finder’s Credit Card Report 2024, 1 in 8 (13%) Australian credit card holders – equivalent...
The topic of financial health is one that many Australians put off for another day. So much so that the number one financial regret of Australians is not prioritising their financial health earlier in life. Most Australians do not have much saved up for a rainy day. More...
When I travel the country speaking to high school and college students about exactly what they need to do to become financially successful in life, I like to begin my presentation by asking the same three questions: “How many want to be financially successful in life?” “How...
Rising levels of debt and finding ways to manage it is a concern for many of our clients. For some, it’s aiming to improve their credit score when applying for a mortgage or government home ownership scheme. For others, it's being able to cover rising...
As parents, we strive to arm our children with the necessary skills and knowledge that will guide them through life. A critical yet often overlooked part of this toolkit is financial literacy. Grasping money management from an early age can have a profoundly positive impact on a...
Have you ever wondered what your financial thermostat is set for? Perhaps the thought has never crossed your mind? Let‘s look at it a different way… What is your Air Conditioner temperature set for? I know where we live in Brisbane it runs at a consistent and cool 23...
No one is immune to errors, including the best investors in the world. Fortunately, investment mistakes can provide valuable lessons over time, providing investors an opportunity to gain insights on investing—and build more resilient portfolios. The CFA Institute has compiled a list of the top 20...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.