The building blocks to a successful retirement
Georgina Harvey Georgina Harvey

The building blocks to a successful retirement

Retirement is often that far off existence and dream that we refer to… “when I retire I’ll do this…” But are we actually preparing ourselves financially for our post-work life? Here are five building blocks we would consider in structuring a successful retirement plan.

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Property update - May 2023
Georgina Harvey Georgina Harvey

Property update - May 2023

Capital city rents have jumped up by 11.7%. What is causing this? Put simply, it is the economic principle of demand for housing outweighing the supply.

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Top apps for supporting your wellbeing
Georgina Harvey Georgina Harvey

Top apps for supporting your wellbeing

The smartphone has never been more sophisticated - with thousands of apps available at our fingertips to make our lives more efficient. Here’s a wrap up of some of our top smartphone apps to support your overall wellbeing!

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EOFY financial housekeeping
Georgina Harvey Georgina Harvey

EOFY financial housekeeping

It’s that time of year! We share some key considerations you should make this end of financial year to maximise your return and personal financial position.

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Financial advice I’d give my younger self
Georgina Harvey Georgina Harvey

Financial advice I’d give my younger self

Andrew Ledingham has been a financial adviser for over 15 years. He’s seen the highs and lows of others financial journeys as well as his own. We asked Andrew what advice he would give his younger self, knowing what he does now and here’s what he had to say!

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Avoiding burnout when you work in professional services
Georgina Harvey Georgina Harvey

Avoiding burnout when you work in professional services

Those working in professional services can often feel a level of burnout, especially when their role involves building and maintaining on-going client relationships. Maybe you’re an estate agent, accountant or business consultant? Here are some tips on avoiding burnout at work.

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‘Could-have-been’ holiday blues
Georgina Harvey Georgina Harvey

‘Could-have-been’ holiday blues

Have you got a case of the ‘could-have-been’ holiday blues? As financial advisors we thought we’d share a few tips on planning a holiday during COVID times to protect your bank account (and cushion the fall of disappointment!)

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The basics of superannuation
Georgina Harvey Georgina Harvey

The basics of superannuation

Superannuation is a pre-tax amount of money that your employer pays into a super fund for you. The superannuation fund then invests this money on your behalf with the intention to grow your investment in the future. Essentially, super is savings for your retirement and an important part of your financial plan for the future.

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Adapting to financial change
Georgina Harvey Georgina Harvey

Adapting to financial change

What does the Australian Open Women’s Final have to do with financial planning? Find out in our latest blog about adapting to change.

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