Financial Coaching

Senior partner Michal Bodi on the importance of asking the right questions and focusing on variables we can control.

Senior partner Michal Bodi explains some benefits of working with an adviser.

Senior partner Michal Bodi explains the reasons we invest and investment principles we follow.

It seems that financial stress is keeping every generation up at night, albeit for different reasons.

There are four distinct Gift-Giver Personalities represented across generations, genders and geographies in Australia.

If you’re wondering how you’ll make ends meet over summer, check out these tips on how to spend, without spending every cent.

While talking about money is not the most romantic way to spend an evening, it’s worth putting some time aside to explore shared goals and the way you manage your money as a twosome.

The parts of the world where people live longest may hold the key to the fountain of youth.

Bill Bracey featured on the Your Best Interests TV show with Helen – see how professional Financial Planning helped her and her family achieve financial security beyond what she thought was ever possible.

Over the next few months we will be providing some helpful tips on talking money with the 3 age groups – Children 4-8 , Tweens 9-12 and Teens 13-18.

Close to one in three Aussies is feeling the pinch financially, with money worries reportedly leading to sleep loss, conflicts in relationships, isolation, and a range of other things.

From our beaches and outdoor lifestyle to our democracy and cultural diversity, there a lot to feel happy about in Australia.