Financial Wellbeing

What if my Situation Changes?

You know that good habits such as ‘exercising’, ‘assessing’, ‘nourishing’ and ‘reviewing’ accelerate your wellness. These are essential for your health and vitality. Many of you monitor your physical fitness and well-being via your fitness device and/or regular health checks. ……

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Financial Wellbeing

Understanding Your Employee Benefits

Most of us are fortunate enough to have employee benefits via the organization we work for however how many of us really know the details? If you were to fall…

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Financial Wellbeing

The Importance of Insurance

The common belief that “it won’t happen to me” often results in many people neglecting to have a sufficient plan to protect the very thing that generates the wealth – themselves! Have you ever heard of doctors falling sick, or…

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Financial Wellbeing

Review Your Spending

Can you place your hand on your heart and clearly outline where your money goes? Most of us think we know where our money is going – but if you aren’t recording your spending regularly most of us have little…

Financial Wellbeing

Preparing for Retirement

Being able to have a relaxing overseas trip without having to rush back to work or pursuing new hobbies that you never had the chance to or spending time with your grandchildren while enjoying a cup of nice coffee and…

Financial Wellbeing

Mortgages

Buying a Property Is a mortgage right for you? Buying a property is a major decision and a long-term commitment. Does it fit in with your future financial goals? Can you really afford a mortgage? It is important to assess…

Financial Wellbeing

Money Worries

The biggest stressor for individuals is money matt

Financial Wellbeing

Making Sure you are on Track

How do you find your own financial path? When it comes to personal finances and ways to build your wealth it seems that everyone has an opinion – and a preferred pathway for wealth accrual. From your next-door neighbour who…

Financial Wellbeing

Investments

The Importance of Investing Congratulations! You’ve saved your hard-earned money! When thinking about what to do with this money, are you then afraid of losing it? Is this what you’re thinking when trying to decide what to do with your…

Financial Wellbeing

Intestacy and the Importance of Making a Will

Estate Planning Estate Planning refers to the process of planning and documenting your wishes for the distribution of your assets when you die. Estate planning not only deals with the…

Financial Wellbeing

Inflation

Is Your Money Keeping up with Inflation? Have you ever truly considered the impact of inflation on your savings? Or how much would one dollar now be worth in 20 years’ time? Inflation is the rise in the price of…

Financial Wellbeing

How Can I Save?

How can you save more? It’s the million-dollar question. First – ask yourself why? Creating SMART goals, will help you visualise what your objectives are, your timeframes and your priorities. These are all important stepping stones to creating a successful…

Financial Wellbeing

Getting Control of Your Finances

Are you all set for the year ahead? The end of the financial year is the cue for most of us to look at our financial position and get off to a flying start when it comes to our finances….