What do baking a cake and financial advice have in common?Just like in baking, when a recipe goes wrong, maybe the...
Need a financial recipe for navigating life’s curveballs?
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Financial Health Check
Just like a medical check-up, your money and financial habits need a check-up too.
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Ages and Stages
Get Financially Fit with Jenny Griffith’s Coaching
Jenny Griffith’s coaching is like having a personal trainer for your financesJust like you’d ask a trainer at the gym...
Why you need a financial caddy?
What do golf and finances have in common?Just like in golf, when you hit a bad shot, you seek guidance and advice from...
Financial Advisers – your advocate in tough times
How Financial Advisers help support clients going through challenging times Financial advisers are pivotal in...
Do financial opposites attract?
What happens when two financial advisors - married to each other - have completely different money personalities? Meet...
What insurance do I need?
Insurance needs change as we progress through different stages of life. Everyone's journey is different, so this...
What does net worth mean?
What is net worth? Net worth is a simple way to measure your financial health. It’s the difference between what you...
Rainy-day fund
A rainy-day fund is a savings reserve set aside specifically for unexpected expenses or financial emergencies. This...
Check my financial wellbeing
Just like a medical check-up, your money and financial habits need a check-up too. By taking a look under the hood,...
Debt management tips
Our top 4 tips are: Avoid lifestyle creep: Resist the urge to increase your spending just because you got a pay rise....
Find out where your money is going
Auditing your spending is crucial to understand where your money is going, identifying areas where you can cut costs,...
Financial goals
Financial goals are like personal milestones you set to help you manage your money wisely. Think of them as a roadmap...
Ages and Stages
Find the content related to where you are in life’s financial journey.
Useful Documents
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Useful Documents
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Find related content:
Age 18 – 34 years
Age 35 – 54 years
Age 55+
Do you need more information?
Our skilled advisers can answer most of your questions and are happy to meet with you at a time that is convenient. If you’d like to book an appointment, we’d love to hear from you.
