• Clever Banks Rely On Us Being Time Poor At Refixing Time

    Guess what… your bank is not always offering you the best rate! If you, like me, assumed that if you stayed loyal to a bank, that come refixing time that your bank would pass on their best rates to their well behaved, loyal customers? Unfortunately NOT and what’s worse is that the banks rely on … Continued

  • It’s a good time to review your finances

    Spring is my favourite time of the year… blossoms, lambs, sunshine, cycling. Along with the spring cleaning (definitely not my favourite!) it’s a good time to review your finances. One size doesn’t fit all you know! Interest rates are lowest in living memory and predicted to drop further. I’m happy to have a look at … Continued

  • Wow the banks are being really competitive – they want your business!

    Wow the banks are being really competitive – they want your business! A lot of us feel that once they have our business, the bank doesn’t really care, but I’m seeing some great results for people with banks being prepared to assist with break fees and restructure, and generous cash contributions for new purchases. This … Continued

  • Thanks to everyone who attended our seminar for Women Investors last week

    Thanks to everyone who attended our seminar for Women Investors last week, we had some really thought provoking discussion and excellent speakers. It was inspiring to see so many women really interested in securing their financial future and education in one room at the same time.

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