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Most money mistakes aren’t made by reckless people. They’re made by smart, capable people who are busy, successful and assume they’ll “get to it later”. Later has a habit of turning into never. One of the most common mistakes is having money scattered everywhere. Old...

A lot of people wonder whether they actually need a financial planner. With investment apps, super dashboards and endless money advice online, it’s a fair question. The short answer is this. Some people can manage on their own. Most people think they can, but quietly...

If you're a small business owner in Melbourne, you’ve probably asked yourself at some point:"Should I keep paying rent to someone else—or should I own the building myself?" But here’s the twist: what if your superannuation fund could be the landlord? Buying your...

By Partners in Planning – Melbourne-based Independent Financial Planners Divorce is rarely just emotional — it’s often financially disorienting, too. Whether you’ve just begun the legal process or are staring at a freshly stamped settlement, it’s normal to feel...

As independent financial planners based in Melbourne, we’ve seen a growing trend: more people in their 50s are seeking advice not just for retirement—but for financial independence. They’re not necessarily ready to stop working, but they want to know they could if...

In today’s complex financial landscape, individuals and families face a growing need for personalized financial guidance. Traditional financial advisors, often tied to specific financial institutions or products, may not always offer the independence or flexibility...

It's generally a good idea to start saving for retirement as soon as possible, as the earlier you start, the more time you have to save and the longer your money has to grow through compound interest. The amount of money you need to save for retirement will depend on...

Here are ten investment tips that can help you make informed decisions about your money: Start early: The earlier you start investing, the more time your money has to grow through compound interest. Diversify your portfolio: Diversifying your investments can help...