Shhh…let’s not talk about it…

When it comes to talking about money, what was your experience growing up? Was it a “taboo” topic in your house or did your family have open and educational conversations? It’s different for everyone, but it’s quite common (even now) for parents to avoid the topic…especially when it comes to inheritance, gifts and all things […]

How do you feel about money?

This might be a strange question, but how do you feel about money? We ask this question when we first meet with people, and often find that it can be challenging to answer! We dedicate time to helping you explore this though, as your answer determines your money mindset and allows us to provide the […]

Forget the new year resolutions…

Happy new year and I hope that 2023 has started off well for you. It’s that time of year where people have had time to sit and think, and are usually motivated to make changes in their lives.  Most people find themselves making multiple new year resolutions and setting goals without always working out a […]

Going out on your own

Ever thought about starting your own business? Going out on your own is a great option, especially if you’ve always worked for other organisations and have a skill set that’s in demand. As a business owner myself, I’ve found it rewarding but I also know it can throw a few challenges your way in the […]

Sound familiar?

People often talk to us about what they want to do for their kids. How to set them up financially, give them a head start with their first home, or how to help them start investing. Lately, I’m also finding an increasing amount of people are supporting their parents – physically, emotionally, and sometimes financially […]

Feel like taking a year off?

Ever dream about taking a year off work? To follow the sun and travel, spend more time with family, focus on your side hustle…the options are endless and yours to create! It’s easy to imagine but hard to put into place. It’s natural to worry about eating into your savings, the impact on your career […]