Our latest blog posts

How money bias can wreak havoc on your goals

How money bias can wreak havoc on your goals

The way in which our brains process information is subject to bias. This is very much the case with respect to financial decision making.  In my experience as a financial adviser and money coach, one commonality with regards to how people behave with their money is that – no two people behave exactly the same […]

What to do if your mortgage rate is spiking

We’ve officially stopped counting the hikes to interest rates since they began in May 2022, with the average variable mortgage rate in Australia now sitting at around 6.24%. Some are already living with higher mortgage repayments but there are thousands who are yet to adjust to these much higher rates.   So what do you do […]

How financial wellbeing really supports diversity & inclusion in your business

How financial wellbeing really supports diversity & inclusion in your business Diversity and Inclusion policies (D&I) in the workplace set out an organization’s commitment to ensuring an equitable, diverse and inclusive workplace.  A diverse workplace is an important asset to an organization.  Valuing the differences of others is what ultimately brings us all together and […]

How financial wellbeing can drive sales performance in your staff.

How financial wellbeing can drive sales performance in your staff. Improving sales performance amongst staff has traditionally been the domain of training organisations that focus on improving job skills. Time management and sales training are undoubtedly fundamental to success as a salesperson and hence, refining and bolstering your staff’s skills in these areas is a […]

Why making assumptions about your employee’s wellness needs is a mistake

Why making assumptions about your employee’s wellness needs is a mistake What is amazing to me, having been in the financial services industry for over 14 years, are the assumptions leadership has over who has a financial wellness need, and whose responsibility it is to help when talking about the issue of employee financial health. […]

Are these financial wellbeing myths weakening your wellbeing strategy?

Are these financial wellbeing myths weakening your wellbeing strategy? Misconceptions about the place or need for financial wellbeing in the workplace can be detrimental to the businesses wellbeing goals.  Most of the prevailing myths around financial wellbeing can be traced back to a misunderstanding of what financial wellness actually is.  So let’s start there.  When […]

How to talk to your employees about financial well being

How to talk to your employees about financial well being Money worries are keeping your employees up at night and affecting their work.  Statistically speaking 70% of all employees are worrying about or dealing with personal finances at work.  64% are worried about unexpected expenses  62% are worried about inadequate savings  57% are worried about […]