Novated Leasing – is it right for you?
One of the biggest themes we’ve been discussing with clients this year? Buying a new car. Interestingly, many of our clients hadn’t upgraded their car in years — but this year feels like the year for a refresh. Whether it’s rising repair costs, lifestyle changes, or the growing appeal of electric vehicles (EVs), car upgrades […]
How Much Is Enough? What does an “Enough Life” look like for you?
How much is enough? It’s a simple question — but one that most of us rarely stop to answer. We chase higher incomes, bigger goals, and future milestones without ever defining what “enough” actually looks like for us. The truth is, “enough” is deeply personal. It isn’t defined by comparison, status, or someone else’s expectations. […]
Interest Rates Trump Profit Growth
Interest Rates Trump Profit Growth Financial markets increased in June reflecting the resilience of investor sentiment in the face of tariff disruptions and despite US profit growth estimates continuing to be revised lower. Investors were positive following the passage of President Trump’s “Big Beautiful Bill”, which is set to inject significant fiscal stimulus into the […]
Markets Love TACO
Markets Love TACO In May, a temporary pause in US-China and US-European tariff escalations, along with a federal court ruling against many Trump tariffs, saw share markets rebound solidly. During the month, Robert Armstrong, a Financial Times journalist wrote an opinion piece on Trump’s tariff policies titled “Unhedged”. He discussed President Trump’s tariff policy and […]
Money, Mindset and Moving On…
In May, we presented at the Women Supporting Women Mother’s Day Brunch, where where I shared my thoughts on the growing trend of women navigating divorce later in life. ‘Grey Divorce’—a term used for couples separating after 20+ years together—is becoming increasingly common and brings with it complex emotional and financial challenges, especially for women. According to the Australian Bureau […]
A Smarter Approach to Investing
A Smarter Way of Investing In March, we headed to Sydney for the Young Guns Forum, where we connected with other financial planning business owners to share ideas, improve our client experience, and discuss industry-specific challenges. One of the key takeaways came from Mark Brimble, a member of our Investment Committee, who presented research from […]
