1. Home
  2.   ➔  
  3. Wealth

Wealth

Investing in Property: What to Know

Building wealth is an important financial goal for many who want to set up a comfortable future for themselves and their families. When it comes to choosing where to invest our money, many aren’t sure what’s best for their situation. Investing in property is an extremely popular way to grow your wealth – and for a good reason. It’s important to remember that buying a property to invest in versus buying a property to live in is very different. This blog will take you through what you need to know about property investing, including how to figure out if it’s … Read more

The Purpose of Budgeting and Why it’s Important

When done correctly, budgeting is the best way to manage your money. The purpose of budgeting is to focus on how your money is coming in and going out each month, as well as plan for future repayments. There are so many tips and tricks on the best way to manage your money, but not all methods work for everyone. Unsure why budgeting is so important, or how you can create a budget? Here are our helpful hints. Why is budgeting so important? It keeps you focused on your goals Budgeting keeps you on the right track to reaching your … Read more

finance tips 2022

Finance Tips and Hints for 2022

New Year’s resolutions are hard to keep – especially vague ones to which you never properly commit! With two years of chaos that have thrown our finances into disarray, a common resolution for many this year is to get their finances back on track. Setting financial goals, or re-evaluating current ones, can help you keep on track to achieve yours. Finance tips and advice are everywhere, so it can be difficult to know what’s relevant or not. To help set you up for success here are our top finance tips and tricks for 2022. Reflect on 2021 Before you even … Read more

Tips and Tricks for Getting Your Investment Portfolio Started

Whether it’s real estate, the stock market, or cryptocurrency, an investment portfolio will look different to each person. Depending on your long-term financial goals, how and where you invest your money, as well as the level of risk you choose, will vary. Investing never guarantees large returns, but it can set you up for success when it comes to growing your wealth. Read on for our tips and tricks on how best to get your investment portfolio started. Set your goals Starting an investment portfolio isn’t something you should rush into. Defining your long-term financial goals can help you decide … Read more

Financial Literacy and Your Children

Money can be a challenging topic to discuss – especially with your children. Financial literacy from a young age can help shape how your kids view and manage money for the rest of their lives. Without a solid understanding of money and finance, it can be difficult for kids to have a healthy relationship with money in the future. There are different ways to approach conversations around money in a way that’s exciting as well as educational for your children. When’s the right time to start teaching financial literacy? Financial literacy is the ability to make informed judgements and effective … Read more

Sell or Lease? What to Do When Buying Your Next Home

Breaking into the property market and buying your first home is a milestone in everyone’s life. But what happens to your old place when it comes time for you to buy your next house? Do you sell or rent out your old place? Are you financially able to hold onto the property? Weighing up these questions in conjunction with your financial goals will allow you to make the best decision. To sell or not to sell Letting go of your first home can be tough. But when it comes down to choosing whether to sell or lease, sometimes it may … Read more

Home Equity Loan: Everything You Need To Know

A home equity loan is a great way for homeowners to access extra funds. This type of loan can be used for a range of projects including non-structural renovations, a new car, an investment property and more. How much equity is in your home, and how much you have owing on your mortgage, will determine the amount you can borrow. These loans are perfect for those who are looking to make a larger purchase or investment. Here’s everything you need to know about home equity loans. What is a home equity loan? Home equity loans are a type of loan … Read more

How to Start Investing in Stocks in Australia

When it comes to investing, unfortunately, there’s no ‘one-size-fits-all’ approach. How you start investing also depends on your financial goals for the short and long term. Before you jump headfirst into choosing a company or sector to invest in, you need to do some research and weigh up the risks and benefits involved. If you’re new to investing, it’s important to reach out to a financial advisor before you start so you can discuss which strategy is right for you. Let’s look at how you can start investing in stocks in Australia. Where should I start? There are a few … Read more

A retired couple

How Much Super Do I Need to Retire?

Retirement might feel like a world away for a lot of us, but many people don’t know how much super you need to retire. Failure to properly prepare for retirement can come as a bit of a nasty surprise when the time does arrive, but there are some things you can implement now to ensure you’re on the right track. Whether you’re planning on doing some travelling, taking up a new hobby or simply enjoying spending time at home, you’ll need to have enough money to live comfortably and fund this dream. Here’s everything you need to know about retirement … Read more

Investing money young

How To Invest When You’re Young

Throughout high school, we are taught so much that we never end up using, but sadly we often don’t learn some of the life skills that would be helpful around financial literacy such as budgeting tips, planning finances and learning how to invest when we’re young. Investing can seem daunting at any age, but more so when you’re younger when you may not have the experience or as much disposable cash. But, there are so many benefits to investing, which you can learn by educating yourself or your kids. Here is everything you need to know about investing when you’re … Read more

We offer financial solutions as individual as you.

Book a free meeting
Scroll to Top