Journal

Start investing

You have decided that you want to start investing

The previous two articles have focussed on end-of-financial-year preparation and a call-to-action when your tax refund arrives. You can Spend Reduce debt Future emergencies Save Invest   You have numerous...

You have decided that you want to start investing

The previous two articles have focussed on end-of-financial-year preparation and a call-to-action when your tax refund arrives. You can Spend Reduce debt Future emergencies Save Invest   You have numerous...

Tax refund

Your Tax Refund

I know I’m harping on about being organised but with a little planning prior to the end of the financial year you can legitimately maximise your taxation refund. And now...

Your Tax Refund

I know I’m harping on about being organised but with a little planning prior to the end of the financial year you can legitimately maximise your taxation refund. And now...

end of the financial year (EOFY)

The end of the financial year (EOFY) is fast ap...

For many people the notion of completing an income tax return is daunting.  It creates stress and worry.  This is often associated with avoidance and deferral.  Which, in-turn, creates more...

The end of the financial year (EOFY) is fast ap...

For many people the notion of completing an income tax return is daunting.  It creates stress and worry.  This is often associated with avoidance and deferral.  Which, in-turn, creates more...

Risk profile

What is My Risk Profile and Why is it Important? 🙏

our risk profile can be easily described. It is your capacity and willingness to take risks. It sounds simple …. but it’s not. All investments have an attached level of...

What is My Risk Profile and Why is it Important? 🙏

our risk profile can be easily described. It is your capacity and willingness to take risks. It sounds simple …. but it’s not. All investments have an attached level of...

Taking the first big step husband and wife deciding to invest

Taking the first big step: Investing for Beginn...

Congratulations! You have some money to invest, but the thought scares the hell out of you. This is perfectly normal. We really don’t like things that are unfamiliar to us....

Taking the first big step: Investing for Beginn...

Congratulations! You have some money to invest, but the thought scares the hell out of you. This is perfectly normal. We really don’t like things that are unfamiliar to us....

short-term investment

✨ Short-Term Investing: Your Money, Your Timefr...

Are you thinking about short-term investments? It’s all about finding the right balance between having easy access to your cash, keeping it safe, and making your money work for you....

✨ Short-Term Investing: Your Money, Your Timefr...

Are you thinking about short-term investments? It’s all about finding the right balance between having easy access to your cash, keeping it safe, and making your money work for you....