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Personal finance

Personal finance · February 3, 2026

How to prepare for a financial advice meeting

Financial advice, while often practical, can also be deeply human in terms of how it relates to an individual’s personal goals, values and aspirations. If you’ve never been to a professional adviser before, it can feel a little daunting and hard to know what to expect. Like most professionals, financial advisers come in all shapes […]

Financial Literacy, Personal finance · January 20, 2026

Perspectives on wealth and woodworking

Those who’ve known me for a while will know I dabble in woodworking. Nothing too fancy, just an activity I enjoy. There’s something deeply satisfying about woodworking as a process, but also in appreciating a well-crafted project – the kind where you can see and feel the maker’s skill in every detail. Crafted timber has […]

Case Studies, Financial Literacy, Investing, Personal finance · January 20, 2026

Compound interest: the quiet achiever

person at laptop holding card

There’s a time-tested financial principle that doesn’t look flashy on the surface but can work quietly in the background to help you build wealth while you go about your life. Compound interest can be the unassuming and reliable friend whom people never really noticed growing up but just hung around until one day – bam! […]

Financial Literacy, Investing, News, Personal finance, Superannuation · December 10, 2025

A matter of trust

As a financial adviser I meet a lot of people and each one has their own individual relationship with money. Some are confident. Some are cautious. Some want to know as much detail as possible. Others are comfortable just understanding the bigger picture and are happy having someone with the experience and expertise to look […]

Insurance, News, Personal finance · September 16, 2025

Aussies splurge on their fur babies

While overall inflation may be cooling, ‘petflation’ has reached a new peak as Australians are spending more than ever on their furry friends. That’s according to a 2025 report[1] that’s found Aussies are spending over $2,100 a year on their beloved fur babies – which includes splashing out on gourmet kibble, designer collars and even […]

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