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Five ways to give your money a job

Most people know if you want to build wealth you’ve got to save money. But what often gets forgotten is not only do you need to save money, […]

  • by Ben Brett
  • 15 Feb 2024
  • General
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The steps to buying your first home

We regularly help people by explaining the steps when buying your first home. Even for our clients who have bought before, it can be helpful to run through […]

  • by Ben Brett
  • 16 Jan 2024
  • General
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Buying an investment property for your kids

A common conversation I have with my clients is whether they should buy an investment property with the goal of eventually helping the kids. This can be a […]

  • by Ben Brett
  • 8 Jan 2024
  • Ben Brett
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The difference between a financial planner, mortgage broker and accountant

One of the hardest parts about finances is understanding who you need and when you need them to support you. Commonly my new clients will ask me what […]

  • by Ben Brett
  • 6 Nov 2023
  • General
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Finance discussions to have with your partner

The great thing about finances (and life), is you get to decide what works for you. Having worked with hundreds of couples, we have seen all manner of […]

  • by Ben Brett
  • 9 Oct 2023
  • Ben Brett
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