Introduction

I have to admit, I get a real buzz when I hear someone talking about not knowing what to do with their money. The buzz comes from the excitement I feel knowing that I can help them. It might be in some small way, but more often it’s enough to help make a major change to the way they enjoy their lives.

One such example came after an enquiry via our website. Teresa, or Tess to her friends, had recently helped her parents celebrate retirement. Well, celebrate is probably the wrong word. Instead of waving them off on a much-awaited overseas trip or on the first leg of their journey around our great land, her Mum and Dad were destined to holiday at home.

Introduction

What makes us change? Why do we resist making improvements in our lives? Often you know you should take some action but … but … there is always a reason not to.

Introduction

If you have had different jobs with different employers over your working career you will probably have superannuation accounts in many different funds. Apart from the time it takes to keep track of these accounts, there are three more serious concerns of which you should be aware.