How to avoid the Christmas credit trap

With the festive season fast approaching, the threat of credit debt leaving a negative impact on household budgets in 2020 and beyond is a real concern too many Australians face.

Carpe diem: why I worry about readers asking when they should retire

This article by Caitlin Fitzsimmons has been republished with permission from The Sydney Morning Herald. When I was a teenager my grandfather used to talk about his plans to travel around Australia with his wife. He was particularly keen on the idea of visiting the Top End. I remember visiting his house in Sydney’s inner […]

The Tribeca difference

Everywhere we look we’re surrounded by technology. It’s part of our day from the moment we hit the snooze button in the morning, right up until we’re ready to hit the hay again. And whilst there’s no denying that technology has made our lives easier, there’s some things that artificial intelligence will never be able […]

Financial stress is weighing us down

According to the 2015 Australian Psychological Society Stress and Wellbeing in Australia survey, 36% of us report having a significant level of stress in our lives. On top of this, 72% of Australians admit that stress affects their physical health, whilst 64% state that it affects their mental health. So, what is causing us to […]

What to expect when speaking to a financial adviser

Taking the first step to speak with a financial adviser can seem daunting, especially if you’re unsure of what to expect. In your first meeting with one of our financial advisers, we’ll look at both your personal and professional life goals for now and in the future. An effective way to start thinking about your […]

The effect of financial wellness in the workplace

The term wellness refers to a state of health, happiness and prosperity. Similarly, ‘financial wellness’ is characterised as having a healthy relationship with your finances by understanding how you can spend and save your money thoughtfully. Stress, loss of focus, low morale and sickness are all issues that can arise from employees having low financial […]

Financial wellness goes hand in hand with financial advice

We’re not going to sugar coat it. Money plays a huge part in our lives. Is it the most important aspect of life? Not by a long shot. Even so, there’s no denying that it plays a key role in our everyday lives. 46% of us even spend three or more work hours per week thinking about […]

How your business can promote financial wellbeing for a more productive workplace

We believe that everyone deserves to live their Good Life. To make this happen, we need to combat stress. Research conducted by WayAhead and comparethematket.com.au has revealed that financial pressure is the leading cause of stress in Australia, with 45% of those surveyed stating that their finances cause them to feel stress. We always hear about […]

How financial wellbeing fits into our hierarchy of needs

Whether we like it or not, money is a fundamental part of our society. So why wouldn’t increasing our financial wellness be considered a top priority? Although you might not have heard of Maslow, most of us are aware of his concept on the hierarchy of needs. His widely accepted theory states that our needs […]

How can financial wellbeing help us ‘live the dream’?

Historically, the Great Australian Dream was the belief that home ownership led to a better life and was seen a symbol of both prosperity and success. Over time, our understanding of happiness and ‘living thae dream’ has changed. A report by the Financial Planning Association (FPA) of Australia (‘Live the Dream’, 2017) found that currently, […]