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Coaching

Get one-on-one financial coaching

EFT Investment

EFT Investment

An ETF is a type of investment fund that holds a collection of assets, like stocks or bonds, and trades on stock exchanges.

  • checkEtfs and shares explained
  • checkChoosing a brokerage platform
  • checkPortfolio Construction
  • checkHow to buy and sell shares
  • checkAnd much more
How to Sort Out Your Super

How to Sort Out Your Super

Simple Steps to Organize and Maximize Your Superannuation

  • checkPortfolio Constuction
  • checkTax implications
  • checkBeneficiary Nominations
  • checkSMSF
  • checkLife Insurace considerations
  • checkAnd much more
All Things Property

All Things Property

Your Guide to Buying, Selling, and Managing Property.

  • checkThe buying process
  • checkInvesting for property deposit
  • checkCalculating property cashflow
  • checkFHSS (First Home Saver Scheme)
  • checkMortgages explained
  • checkOffset vs Line of Credit vs Redraw
  • checkContract Basics
  • checkAnd much more
Protecting Yourself and Your Family

Protecting Yourself and Your Family

Essential Tips for Safeguarding Your Health, Finances, and Well-being.

  • checkLife and Total and Permanent Disability Insurancne explained
  • checkIncome Protection and Trauma insurance explained
  • checkImplications of holding cover insider Super vs outside super
  • checkThings to consider before replacing, canceling, or adjusting policies
  • checkAnd much more