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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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The 3 worst ways to reduce your tax

Tax. It’s a necessary evil but let’s face it, nobody likes paying tax. A big part of any financial plan is understanding our tax obligations and structuring our […]

  • by Ben Brett
  • 14 Sep 2023
  • General
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The 3 skills to learn when it comes to money

When it comes to money, there are three distinct skills that every successful person needs to learn. These are: Making Money Managing Money Spending Money Most people assume […]

  • by Ben Brett
  • 7 Aug 2023
  • General
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