Sangram Rana

Insurance in or out of Super – which structure protects you best?

Smart structuring of insurance can lower your tax burden, expedite claims, and keep more in your pocket. Use the checklist to find your ideal fit and then seek expert advice.

Jackson Raddysh

The personal touch of financial advice that AI cannot replace

AI tools have been a game changer in many of our lives - from budgeting, to investing and everything in between. Whilst these tools prove helpful, they can lead us to ignore blind spots in our financial lives that might cause long-term damage...

Adrian Rubinich

Planning for your child’s education costs

Jordan Vaka

Navigating the financial complexity you’ve just inherited

When someone you love dies, you're left with more than grief. You’re often left with responsibility – financial structures you didn’t set up, accounts you’ve never seen, and paperwork that can leave you wondering just what their intention was.

Joel Perryman

Superannuation is your secret weapon for wealth building

When you’re running your own business, superannuation can feel like an afterthought – something for employees, not entrepreneurs. But here’s the truth: super is one of the most powerful investment vehicles available to sole traders and business owners in Australia. And it’s not just about retirement – it’s about building wealth, protecting your future, and taking advantage of some of the most generous tax incentives in the financial system. Let me show you how.

Gianna Thomson CFP®

Navigating career changes effectively

Changing careers is one of the biggest life transitions many of us will ever face. Whether it’s by choice or circumstance, stepping away from the familiar and into something new requires more than courage, it requires financial planning. A well-thought-out plan can turn uncertainty into opportunity, allowing you to explore new paths without jeopardising your financial wellbeing.

Daniel Ardern CFP®

Debt consolidation for financial freedom

Juggling credit cards, personal loans, car finance and a mortgage is a reality for many Australians, often causing stress and a sense that there’s no clear way out. Debt consolidation can help you regain control by simplifying repayments and reducing costs, but the right approach depends on the types of debt you hold...

Jordan Vaka

What are the best investment options in Australia?

Every year, thousands of Australians type the same question into Google ‘What are the best investment options in Australia?’. It’s not surprising that it’s such a common question. After all, money doesn’t grow by sitting in a savings account. And we financial advisers regularly get the same question...

Joel Carty CFP®

Building an emergency fund on any income

Australians are feeling the pinch. Uncertainty around interest rates, mortgage repayments, record rents, and the ever-increasing cost of groceries and fuel mean many households are struggling just to keep up. For many families, one unexpected bill - car repair, medical expense, or time off work - can send finances into a tailspin.

Joel Carty CFP®

Investing with purpose – how ethical investing can align your money with your values

We’re living in a time where climate change, social inequality, and corporate accountability aren’t just headlines - they’re shaping how people think about their money. More Australians are asking, “Can my investments reflect the kind of world I want to live in?”. Ethical investing offers a powerful way to answer that...

Sangram Rana

Director & Senior Financial Advisor, Build My Wealth

Articles by Sangram Rana