• New Year, New Possibilities: Design your Great Life in 2025

    February 10, 2025

    While everyone’s hitting the gym and decluttering their wardrobes, let’s talk about giving your finances the refresh they deserve. No boring resolutions here – just practical moves to kick-start your great life in 2025. 

  • 2024 Financial Review

    December 4, 2024

    What a ride 2024 has been in the financial landscape in Australia. From market swings to global headlines, it’s been a year that’s kept us all on our toes. As we reflect together, let’s look at the moments that shaped not just our financial world, but the stories that had us all talking around dinner tables and office water coolers.

  • Living A Great Life: A Conversation with Rory

    November 28, 2024

    Rory D’Agostino, a Senior Financial Adviser at Navigate Advisory, is someone who truly walks the talk when it comes to living a great life. 

  • Financial Freedom

    Creating a great life with more financial freedom 

    November 13, 2024

    A great life is one where financial freedom allows you to live on your terms.  This freedom doesn’t look the same for everyone. It’s shaped by career, aspirations, and personal values.

  • Five tips on how to pay your mortgage faster

    June 14, 2024

    There is a lot of noise in the media at the moment about rising interest rates and the impact they will have on mortgage holders who at the same time…

  • An Introduction to Self-Managed Superannuation

    June 14, 2024

    Self-Managed Superannuation is one of the most popular retirement savings vehicles in Australia. SMSF’s now control over 25% of money held in the entire Australian superannuation market with over 590,000…

  • Planning can help smooth Aged Care transitions

    June 14, 2024

    Preparing the way for you or a loved one to enter residential Aged Care can be a difficult and stressful time. Aged Care transitions mean dealing with complex financial issues…