Articles

Perspectives, tips, commentary, and insights from our team.

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Media

Discover how to turn your advice website into a powerful tool for client engagement and business growth in my conversation with Patrick Gardner on Ensombl’s AdviceTech Podcast.

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More money, please

Tips

How to articulate your worth at work, ask for a pay rise and what to do if there’s ‘No Money for More Money’.

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Balancing Risk and Reward in Your Portfolio

Investment

Investment risk is tightly linked to return. Not taking on sufficient investment risk can expose investors to other risks. This article looks at achieving the right balance. It includes a case study to explain.

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We helped our kids, now we’ve lost our money – avoid our mistake

Investment

This article uses a case study to highlight the risks of lending money to family without proper financial planning. It explores how a lack of formal agreements and professional advice led to significant financial loss and family conflict, and outlines steps that could have prevented these issues.

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Inflation vs. your savings: The ultimate showdown!

Investment

This article helps readers understand the impact of inflation on savings and investments. It shows how cash and low-risk investments can be eroded by inflation, and focuses on the value of a diversified investment approach to safeguard against inflation’s effects.

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Quarterly Economic Update: July-September 2024

Economic Update

Wondering how the Australian economy fared last quarter? With steady GDP growth, inflation pressures, and changing household spending, our latest update covers the key trends you need to know. Discover what’s shaping the economy and what it means for you.

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When life changes, so should your financial goals

Tips

This article uses a case study to show how a health scare led a couple to reassess their financial priorities with the help of their financial adviser. It highlights the importance of balancing living for today with planning for a secure future through strategic adjustments.

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Essential Financial Strategies for Today’s Freelancers

Tips

This article explores the rise of freelancing, highlighting the financial challenges faced by independent workers and providing practical strategies for maintaining financial stability.

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Is your money mindset holding you back?

Budget

In this article, we delve into the critical role your money mindset plays in determining your financial success. Whether you hold beliefs of abundance or scarcity, or lean towards a fixed or growth mindset, these attitudes shape your financial decisions and outcomes.

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House-sitting: Explore the world while saving for a home!

Tips

This lifestyle article discusses an alternative approach to saving for a house or travelling without accommodation costs by exploring the world of house-sitting.

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