Are your big expenses stopping you from being financially independent?

2024-02-06T11:57:35+11:00January 12, 2024|

We know that our expenses generally fall into one of three categories. Critical – Rates, rent, mortgage, other debts, electricity, gas, insurance and phones. We have a pretty good idea of what these are going to cost. Needs – Food and [...]

Are you doing everything needed to create financial independence?

2024-02-06T11:57:38+11:00September 1, 2023|

One of the first things we do with clients is get a picture of where they are. There are 10 key areas we believe are critical to achieving financial independence. In this article I will go through the first five. Have [...]

Financial independence – all it takes is a plan

2024-02-06T11:57:39+11:00August 20, 2023|

Financial independence means different things to different people.A broad definition of it is when an individual (or a couple) has amassed enough resources, typically through savings, investments, and passive income streams, to sustain their desired lifestyle.There are typically three phases to achieving [...]

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