What you need to know from the Federal Budget
Michael and Patrea discuss the changes out of the Federal Budget 26-27, including negative gearing, capital gains tax, and discretionary trusts.
End of Financial Year Strategies
Superannuation contributions, retirement income/debt planning, and more tax strategies for this end of financial year with Andrew Ledingham and Patrea Brown.
Understanding Market Volatility
With fuel prices rising due to war and politics, what do you do with investments in the midst of a volatile market? Michael and Patrea discuss the mindset and risks behind investing.
Kick off the new year: goals, finance and fun
Josh and Michael discuss how to set up your 2026 for financial success.
Christmas Spending and Investing in New Memories
Josh and Michael discuss the latest AFR articles on Melbourne Cup Day and gambling as well as the RBA cash rates.
Cup Day, Cash Rates and Calculated Risk
Josh and Michael discuss the latest AFR articles on Melbourne Cup Day and gambling as well as the RBA cash rates.
Supercharging your 40’s and 50’s
Josh and Michael cover what it looks like to supercharge your 40’s and 50’s to maximise your financial position in this life stage.
Career Moves and Couple’s Considerations
Josh and Michael share the next steps in your setting up your career and having conversations around money as a couple.
Laying Foundations at a Young Age
Laying financial foundations from a young age. The strategies that set you up for future success.
Questions that change everything
Josh and Michael discuss the key questions that transform your financial plan.
End of Financial Year Strategies
Josh and Michael discuss their top tips to prepare you for the end of financial year.
Federal Budget 2025
Josh and Michael recap the Federal Budget for 2025.
How to utilise salary packaging
Josh and Michael discuss how to effectively use salary packaging including vehicles, mortgages, superannuation and benefits for government and not-for-profit employees.
Managing debt in wealth building
Josh and Michael discuss types of debt in wealth building - mortgages, tax tips and when to pay off debt.
RBA Interest Rate Change - February 2025
Josh and Michael recap the latest RBA interest rate changes.
Budgeting Fundamentals
Where should we begin with a household budget? Josh and Michael chat about this topical question and provide professional insights.
5 essentials on debt management
Read the five essentials on debt management, written by Advisor, Josh Kozis
The building blocks to a successful retirement
Retirement is often that far off existence and dream that we refer to… “when I retire I’ll do this…” But are we actually preparing ourselves financially for our post-work life? Here are five building blocks we would consider in structuring a successful retirement plan.
Property update - May 2023
Capital city rents have jumped up by 11.7%. What is causing this? Put simply, it is the economic principle of demand for housing outweighing the supply.
Top apps for supporting your wellbeing
The smartphone has never been more sophisticated - with thousands of apps available at our fingertips to make our lives more efficient. Here’s a wrap up of some of our top smartphone apps to support your overall wellbeing!