For many professionals in their early 40s, the idea of being financially independent before they are 60 sounds like a dream. School fees, mortgages, and lifestyle costs make it feel out of reach. But with strong incomes and a disciplined plan, [...]
For many families, hitting your 40s with a strong income feels like success. You’ve worked hard, bought a home, and life is busy with school runs, weekend sport, and the occasional family holiday. But here’s the surprising thing: even with a [...]
For many Australians, receiving a large inheritance is a once-in-a-lifetime event. While it can bring enormous opportunity, it can also raise tough questions: Do we pay off the mortgage? Should we invest? How do we balance today’s lifestyle with tomorrow’s security? [...]
Many of the people we work with are professional and executives with young families.One of the re-occurring goals I hear is the desire to invest for their kid’s future. While the motivations can vary, the common theme is to be able to [...]
Donald Trump has just announced a wave of new tariffs affecting almost every country. In response, many nations have hit back with tariffs of their own. This global tension has raised serious concerns about a recession in the U.S., with experts [...]
A few weeks ago I was given a blunt reminder on how important it is to make the most of your life and prioritise your health. At the end of February I lost a good friend who was taken way too [...]
Happy New Year! Last year was good, but here’s to hoping this year will be the best one yet. While 2024 was a good year, it could have been better. By the end of the year, I felt burnt out. My [...]
It has been several years since I have taken a proper holiday. In the past, we have made frequent trips to Ireland to visit Fiona’s family, but over the last few years, the death of a loved one, COVID and my personal [...]
Some people see property investment as the only way to build wealth, while others see it as the worst way to do it. The truth is it can be both, as it depends on your individual circumstances and the individual investment [...]
