News

On our news page, you will find the latest financial news, valuable insights and new ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Education

What does a woman want?

By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

Read more

Education Bonds: Investing for Children and Grandchildren

By Andrew Proudfoot
Last week, we introduced the concept of an insurance bond for tax-effective saving outside superannuation. We also touched on a unique sub-class of insurance bonds, known as education bonds, which can be used to invest for your child/grandchild’s future in a tax-effective way and to make certain educational expenses tax deductible.

Read more