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Learn more about the wealth topics you should focus on when you get married.

  • Aligning your financial goals

  • Wills

  • Income protection

  • Superannuation

Life stage: Married

Let's explore some key areas to consider when purchasing your first home and tips to reduce the debt and maximise your cash flow:

  • Engaging with a proactive broker

  • Insurance and asset protection

  • Repayments frequency and offset accounts

  • Managing cash flow using credit cards

Life stage: First Home

These videos are to help young professionals, business owners and pre-retirees plan for their financial future.

The focus is to help you wherever you are today, before you have your wealth and when you have your wealth through all your life stages.

 

Life changes, life evolves, and new opportunities arise. It would help if you had a sounding board to guide and support you through your life and wealth journey.

 

We work together with Elston and focus on where we can save you money on your current debt and where we can build your money on your investment cycle.​

The Wealth Scoop

Learn more about the wealth topics you should focus on during your first years in the working world:

  • Importance of compound interest

  • 10% Rule

  • Avoiding personal debt

  • Start the saving habit

Life stage: Your career has begun

Learn more about the wealth topics you should focus on when in business.

  • Building a plan

  • Company structure

  • Financial Acumen

  • Key Man Insurance

  • Business model

  • Exit strategy

Life stage: Business Owner