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Checklist: Preparing for tax time the easy way

With tax time fast approaching, it’s a good time to start getting all the documents and records you will need to be able to lodge your tax return. Our handy tax-time checklist will help make the process simpler, and ensure you have everything you need.

Checklist: Refinancing your home

If you are looking at re-financing your mortgage or investment loan on your property it pays to shop around and do your maths. While you might find a lower interest rate loan, sometimes a lower interest rate is made up for in fees and charges. 

Stress test your financial situation

Changes to your personal and financial situation, that aren’t planned for, can derail your financial position and leave you struggling. Our stress test checklist helps you to identify those important areas that you may have overlooked!

Life event: Dealing with divorce

This article is designed to help guide those in this situation to obtain financial independence. We’ve provided eight ways to help those facing divorce to adjust and get back on their feet.

New years financial resolutions

It may be too much of a mountain to review your total financial situation, but even if you just review a few things it's better than doing nothing at all. Our challenge to you is to tackle at least two of the areas we suggest to review.