Why it pays to ask the tricky questions

Most advisors haven’t been trained in psychology, counselling, or medicine. But in many instances, we find ourselves broaching on topics that require a little bit of knowledge in these areas. Why? Because your clients’ ability to implement your advice is strongly linked to their mental and physical health, and their life circumstances. The client going…

Read More

Reduce stress to cut your heart attack risk

A new study links stress with heart disease, but there are easy ways to stay healthy and protect your heart. Stress is part of modern life but a new study shows that being stressed takes a serious, and lasting, toll on your health and increases your risk of heart disease. The multi-year study published in…

Read More

Spring has sprung! 3 easy steps to spring clean your finances.

Spring has sprung, and with the change in seasons comes a great excuse to get into the spring cleaning. This could be literal, like cleaning and organizing our living and work spaces. Studies have linked home environments that are chaotic or messy and higher levels of the stress hormone cortisol. So, physical spring cleaning could…

Read More

Up close and personal with personal trainer, Rebecca Calveley

As the warmer weather is finally upon us, outdoor group training is back on our radar! So, we decided to interview Katrina and Gerard’s favourite outdoor group trainer, Rebecca Calveley, on a few of her health and fitness tips and tricks. Rebecca runs her own mobile Personal Training business, BeFit Training & Fitness, and keeps…

Read More

Why general advice, is no advice at all

By Dante De Gori, CEO, Financial Planning Association of Australia.   Trusted and transparent financial advice is the right of every Australian. And whilst it is extremely important that more Australians seek advice, it’s just as important they know what they’re getting. There is significant confusion among consumers, and within industry, media and Government about…

Read More

The first step in becoming a millionaire

– This blog was first published on The Hip Pocket –  From that glorious moment you receive your first lump sum in the form of pocket money, you begin to make financial decisions. At that point, these decisions may involve choosing between saving that exciting gold coin in your piggy bank, or using it to…

Read More

Trauma Insurance Benefits | Video Case Study

Case Study – When Personal Insurance Benefits the most  This video is a small appreciation for their gratitude of the advice given to them. Tim (53) and Jenelle (53) are hardworking, everyday Australians. Tim has been running his own business for many years, while Jenelle works as a nurse. Both Tim and Jenelle understand the…

Read More

A few things have changed in super

Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This is what has changed. Additional 15 per cent tax for high income earners and concessional…

Read More

Get Paid Out in a Disaster

Let’s face it. At any given time, Australia is either flooding, or on fire. Or both. Some areas can experience a drought, followed by a fire, followed by a flood. We’ve had so many cyclones by this point, we must surely be getting close to running out of names for them. So, with natural disasters…

Read More

Find your fitness motivation

Are you finding it a little hard to find motivation to exercise during winter… or all year round? When you are feeling good about yourself through being active you will find yourself making healthier choices as well as making better decisions through all aspects of your life, whether it be family, financial, work or friends.…

Read More