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Archives for June 2024

EOFY, Financial Literacy, News, Tax · June 12, 2024

It’s that time of year again…EOFY

If your intentions around this time last year were to be more organised next time with your tax return, then it’s still not too late; we’re here to help with some EOFY tips. Even if you’re feeling on top of things, (and if you are, then good for you!) there may still be more you […]

Financial Literacy, News, Personal finance · June 12, 2024

Eight reasons you’re not a millionaire – yet

Illustration of hand stacking gold coins

There’s a common misconception that if you’re not rich then you’re simply not working hard enough. And that’s not completely true. Of course, most people who have made money have worked hard (no one becomes a millionaire by sitting on the couch watching TV all day) but you also need to refrain from financially damaging […]

News, Retirement · June 12, 2024

Retirement planning – lessons from the ‘elders’

There’s a lot to be learned from those who’ve journeyed before us. Retirement is no different. A Fidelity International survey of over 1,500 Australians over the age of 50 asked retirees about the lessons they learned in retirement and the challenges that arose which they hadn’t anticipated. Many said they underestimated the emotional impact of […]

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