top of page


When should I seek financial advice?
Most people who see a financial adviser will tell you they wished they’d seen them sooner and when you ask a financial adviser when they...
Amanda Varidel
Jan 223 min read
Â
Â
Â


New Year, New Financial Goals and New Perspectives
Whether you need to do a money stock take or want to draft some new financial goals, the start of the 2025 is a great opportunity to get...
Amanda Varidel
Jan 71 min read
Â
Â
Â


Cashflow is King
Why Cashflow is King  Whether you’re running a business or a household, there’s one thing they both have in common when it comes to...
Amanda Varidel
Dec 10, 20242 min read
Â
Â
Â


Aged Care Planning – Uncharted Territory
Life changes  Living in a regional area might mean that accessing aged care services is difficult or even non-existent. Your stairs or...
Amanda Varidel
Nov 26, 20242 min read
Â
Â
Â


Trauma Cover - What you need to know!
It is the life insurance option that many people do not know about – yet trauma cover can be essential if you experience a sudden illness...
Amanda Varidel
Oct 31, 20243 min read
Â
Â
Â


Why Life Insurance?
Despite being life’s most permanent reality, death continues to be a difficult conversation. Likewise, despite being a crucial aspect of...
Amanda Varidel
Oct 15, 20243 min read
Â
Â
Â


The Biggest Retirement Planning Mistakes
If you’re heading joyfully into retirement, you will want to make the most of those super savings you have squirreled away during your...
Amanda Varidel
Sep 30, 20244 min read
Â
Â
Â


Aged Care Challenges Ahead ...
Following the Royal Commission into Aged Care Quality and Safety (Royal Commission), the Australian Government has introduced a range of...
Amanda Varidel
Sep 18, 20241 min read
Â
Â
Â


Engaging a financial adviser will guarantee you will have a better life.
Australians with an active relationship with a financial adviser are not only financially better off than unadvised Australians – they...
Amanda Varidel
Sep 3, 20242 min read
Â
Â
Â


Inheritance – What you need to know and do
Receiving an inheritance can be massively life changing and can be highly stressful.  But it doesn’t have to be. Here are the things you...
Amanda Varidel
Aug 20, 20242 min read
Â
Â
Â


The Magic Nine Strategies to Successful Investing
1. Make the most of the power of compounding investment returns. This is one of the best ways to build wealth, but you must have the...
Amanda Varidel
Aug 7, 20241 min read
Â
Â
Â


Age Pension Myths and Misconceptions
Myth: Â You need to be retired to claim Age Pension. Â Reality: Many people are eligible for a pension while still working. Income will...
Amanda Varidel
Jul 23, 20242 min read
Â
Â
Â


Exercising to improve mental health
The benefits of regular exercise to your physical health are well-known, but did you know studies have shown exercise can also improve...
Amanda Varidel
Jul 17, 20243 min read
Â
Â
Â


What is a Wrap Account and why are they so Awesome?
A wrap account is a centralised investment account offered by financial institutions or investment firms. It allows you to...
Amanda Varidel
Jul 10, 20241 min read
Â
Â
Â


Why having a Will is so Important
Having a Will grants you control over how your assets and possessions are distributed after your death, ensuring that your wishes are...
Amanda Varidel
Jul 5, 20241 min read
Â
Â
Â


Home Care to Residential Aged Care Transition
The journey from home care to residential aged care is more than a mere change of address; it is a pivotal life event, rich with...
Amanda Varidel
Jun 17, 20242 min read
Â
Â
Â


‘Outrageous Amount’: Research says $1.6m
The average Australian believes they need $1.6 million saved for a comfortable retirement, according to research from Colonial First...
Amanda Varidel
Apr 24, 20242 min read
Â
Â
Â


Mindfulness
What is mindfulness? You may have heard of mindfulness as a technique to help you relax and better process emotions. In this article, we...
Amanda Varidel
Apr 15, 20242 min read
Â
Â
Â


The Value of Advice: Why Having a Financial Adviser is Vital
With talks of rising costs, many people are worried about their financial future. During these tough times, many Australians turned to...
Amanda Varidel
Apr 4, 20245 min read
Â
Â
Â


Time is running out on Securing a Super Bonus
With ample time left before 30 June, now could be a suitable time to catch up on super. The early part of each year is often a suitable...
Amanda Varidel
Mar 14, 20243 min read
Â
Â
Â
bottom of page
