Displaying items by tag: heart+head matters

Creating wealth and prosperity is extra hard work, and here’s why

Welcome to a New Year, and a New Decade 2020

Have you felt the fashionable pull to publicly commit to a New Year Resolution?

Has your social news feed been flooded with images of bottles of Champaign, Wealth and high Fashion photos that only makes you feel isolated, or even bad about yourself?

Welcome to the annual New Year advertising splurge designed to separate you from what's left of your money, before you can really think about it.

Published in Blog

The other day when talking with Little Miss 5 about the cost of having her birthday party at the local gold class cinema, she casually gave me some financial advice to, "just go to the money machine in the wall and get the money".

I realised it was time to begin to explain where money comes from, after all, it's up to the adults in the lives of children to model helpful behaviours as our children begin their journey of understanding money.

Published in Blog
[The Heart+Head=Matters Series.]

How do you start ‘the talk’ with your kids?

"No, not that talk... the other big talk."

Parents all ask the same question

After 17 years working as a financial adviser, you get to see patterns in people's actions and, more importantly, their questions.

The number one question I get asked by parents of all ages is,

‘How can I help my kids get ahead in life?’

Published in Blog

The Snakes and Ladders board game has been a traditional favourite for thousands of years and like all good board games, it's a game of chance.

You win the game by starting at square one and being the first to reach square 100.  The fun begins after rolling the dice you randomly encounter either a setback or a shortcut, scattered across the checkerboard in the form of snakes and ladders.

Published in Blog
Get our Not-A-Newsletter
Make your financial life a little easier
Get our Not-a-Newsletter

About Us

Wherever you are on your financial journey, whether it’s your business, your family or just you; it’s about good information, good connections and good financial advice — and the ability to recognise the difference.
#LoveTakesAction

UN Sustainable Development Goals Advocate

Mobile Service

Work with us Online: over email, phone or video conference after hours.

Work with us Face to Face: let's meet at your office, your favourite cafe, or your home (or gelato bar).

Work with us any way that works best for you.

Contact

1300 137 403
George St Sydney, NSW 2000

Awards

Proud Winners Businesses of Tomorrow Awards

Connect

Community

Proudly supporting:
The Pinnacle Foundation