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Financial planner or financial counsellor. Which do you need, and when?

08 Nov 2021 | Blog

Are you confused about the contrasting roles a financial planner and a financial counsellor play in providing advice? With the use of a descriptive case study, this article explains the differences between the two professions and how each can provide valuable assistance in a range of financial situations.
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What to do if you aren’t a financially compatible couple?

02 Jul 2021 | Blog

With financial issues cited as one of the major reasons for marriage and relationship breakdowns, this article prompts readers to discuss their financial goals and values with their significant others, and provides tips to begin the often-confronting conversation. The article closes with a recommendation to seek assistance from your financial adviser.
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Sacrificing your mortgage to build wealth?

28 Jun 2021 | Blog

With interest rates at the lowest they’ve ever been, does utilising surplus income to pay off your mortgage still provide the best bang for your buck? And if not, what are the alternatives? This article includes an informative case study that compares paying down your mortgage vs wealth creation via superannuation.
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