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How Do I Save For A Holiday

What do you talk about when you’re at a party? How big your home loan is or how great your holiday was? How many bedrooms your house has or how many steps you climbed to reach that temple in Central Asia? What stories will you be telling your grandkids: the ones about that time you extended your house or the experiences you had when you holidayed in that amazing location? 

Holidays are a vital part of rejuvenation and recuperation and if you can combine your rest time with unforgettable experienc…

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Worry is a futile exercise

From my twenty years’ experience working with family’s finances there’s nothing that gets a person more upset than an unwanted third party reaching in and threatening the sanctity of the household budget. 

What challenges us as individuals the most when we’re threatened from outside the home is the feeling that we’re not in control.

Having control over your money means you can make choices with your money that ultimately leads to greater comfort, security and happiness – in other words a richer li…

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Surefire ways to enhance your wellbeing

They say wellbeing is the state of being comfortable, healthy or happy. But when it comes to personal wellbeing there are so many factors at play - work, home, health, money, relationships, hobbies and sleep, are just a few. As many of us attempt to navigate busy, switched-on lives, it’s becoming more important to stop occasionally, reconnect with yourself and think about what makes you tick. What makes you the happiest and most fulfilled version of you? What choices can you make every day to en…

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Invest with purpose (and never worry about another Market crash)

Cast your mind back to March 2009. If you remember it we’ll you’ll recall there were a lot of long faces on investors. And for good reason - Share Markets, Property Markets and Bond Markets had all ridden a depressing downward slide, for close to two years. The outlook was improving but nobody seemed to know if the light at the end of the tunnel was actually an oncoming train.

Since early 2009 investments have been producing strong returns with the median balanced fund in positive territory for n…

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