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Life Journey Series: Going Back to Two Incomes

30/11/2019

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​Hello Parents! We feel you. It’s been a rollercoaster over the last few years. You’ve slowed down with your career, had kids and one of you has been the primary stay at home parent. We get it, it’s not always easy for couples who have children to adjust from two fulltime incomes to one.
Now, after several years, the time has arrived. Your children have started school and now the stay at home parent is ready to re-enter the workforce. This presents an opportunity to significantly boost your household income. You have grown so used to relying on one income, jumping back to two can be an adjustment in itself. The question is – what to do with this newfound cash?  

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The Countdown Til’ Christmas

21/11/2019

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​It’s the most wonderful time of the year….. and most expensive! You guessed it, it’s Christmas. The silly season can be costly and extremely stressful, if you’re worried about money.
Don’t break a sweat, lucky for you, we have your back! Before you march on your merry way and start practicing your Christmas Carols, we wanted to share some financial tips to stuff in your stocking. 

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Our Go-To Guide For Purchasing Property

25/7/2019

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​So, you’re thinking of dipping your toes in the property ocean? Great! Are you excited? We bet you are. 
 
Buying property is likely the biggest financial decision many of us will ever make. It’s exciting and daunting. It could be the first step to some long-term financial security or a stumble, into a mire of debt that’s extremely hard to pull yourself out of. 

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Millennials – 4 Top Tips for Managing Your Money

23/7/2019

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​Millennials, we’re awesome, we’re humble and modest (the most modest generation ever – duhhhh!) we’ve been born at the crossroads of the information technology revolution. We are socially responsible, critical, strive for work life harmony and we know what we want. All that is standing in our way of all worldly possessions is smashed avo toast!  

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Money Talk - Saving for a Gap year!

22/7/2019

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We can see it now... Sipping espresso and dodging scooters in Italy; soaking in the turquoise blue Mediterranean, eating olives and hummus in Greece; haggling with the street vendors while sweating bullets in 100% humidity (most of Southeast Asia). Living life out of a backpack, catching trains and jumping buses, meeting & greeting while it’s all so fleeting - It’s a gap year, baby! 

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Couple Talk – Combining Your Finances

10/7/2019

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“Is mixing finances with love a smart idea? Am I asking for trouble?”
 Alright, so you and your other half are taking that big step. You have made the decision to combine your finances. Striking a harmonious balance between practicality and the nitty gritty of money can easily give anyone the sweats.
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The list starts from personal spending, the essentials, bills, living expenses, debt repayments and saving towards your goals. Depending on your situation, the list can keep going! Money management is already so very multi-faceted, this goes up several pegs when we consider finance within a relationship. Suddenly, it isn’t just about you and your goals.

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Medical Professionals – Why We Are Your Best Friend!

29/6/2019

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Medical and health-care professionals – we are your best friend.
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You are brilliant at what you do, but when it comes to the financial nitty gritty, your head goes into a spin. We are more than understanding on how demanding your job is on your schedule. This is exactly why leaving your finances to the experts is a must. 

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Top 5 Crazy Myths About Financial Planning

23/6/2019

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We hear it all the time. Stereotypes about the financial planning world come by the 100s…no 1000s! More often than not, people don’t realise that a financial planner can be a useful asset to any and every stage of their life.
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 “Oh! But working with an adviser is just about spending less than what I am earning.’.

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Is a Financial Adviser Really Worth It?

22/6/2019

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“Okay I need help, but is a financial adviser really worth it?”

You have no idea how often we hear this. Too many to count, that is for sure.  Most people know that a financial adviser will add value, but the question we get asked is if that value can justify the fees.
Short answer – YES!

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Buy-Sell Insurance: Control Through Life’s Speed Bumps!

16/5/2019

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Buy-Sell Insurance: Control Through Life’s Speed Bumps! from Kora Drage on Vimeo.


​We don’t like to think about it, those ‘what if’ scenarios that could put a really unexpected spanner in the works. Those not-so-nice things are unfortunately things we have to consider when we look at entering a professional partnership or starting a business with someone else.

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  • Home
  • About Us
    • Our Team
  • Services
    • Foundations of Wealth
    • Strategic Growth
    • Business Owners
  • Insights
  • Connect
    • New Client Information
  • Client Links
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