Tag: financial planner
An emergency fund: the most underrated wealth strategy
Before you invest, scale, or expand, build an emergency fund. Why? Because without a financial buffer, one unexpected hit can wipe out years of ...
What is a binding death benefit nomination (BDBN)?
A binding death benefit nomination (BDBN) is a legal document that directs your super fund to pay your death benefits to specific people or entities. ...
Want to retire with $2 million? Here’s how smart Australians are making it happen
$2 million isn’t just a number — it’s the freedom to retire comfortably, live on your terms, and leave a legacy. But it doesn’t ...
The power of living below your means: the strategy behind financial freedom
In a world where "more" is constantly marketed as the goal—more stuff, more upgrades, more lifestyle—there’s one timeless principle that quietly builds real wealth: ...
Want to grow your wealth faster? Start by increasing your earning capacity
Raising your income isn’t just about a bigger paycheck - it’s a strategic move that unlocks long-term financial freedom. Here’s how to elevate your ...
The debt avalanche method: crush debt & build wealth faster
Debt can feel like a never-ending burden, but not all debt repayment strategies are created equal. If you want to eliminate debt faster while ...
How to create an investment plan that builds wealth
A structured investment plan is the key to growing wealth with clarity and confidence. Without a plan, you risk random investing, emotional decisions, and ...
Prenuptial agreement (BFA) – the wealth protection strategy couples overlook
Love is priceless, but your assets aren’t. Protecting your financial future isn’t about a lack of trust, it’s about smart planning. In Australia, a ...
Protect your assets with a pedigree trust
A pedigree trust (also known as a linear descendant's discretionary trust) is a type of discretionary trust established to ensure that the property of ...
Offset inflation with better money habits
There is no denying that the cost of living for Australians is on the rise with inflation at 5.1%. But whilst we can’t control ...