Category: HOW TO

Define your money story
Socrates once said, “to know thyself is the beginning of wisdom” but how well do you know your financial self? We give you the run-down on defining your money story and working out your personal values to stay on track towards your journey to wealth.>>

Don’t listen to bad news, just make money!
The need to turn down the noise is more important than ever. Here are 5 ways for investors to help manage ‘the noise’, stay focussed and make money.>>

Is Afterpay done for?
Paul Rickard gives us his opinion on investing in the BNPL sector.>>

How to: ‘financially’ prepare for a partner visa application
Applying for a partner visa can be lengthy, time consuming and incur various costs. We give you the run-down on detailing the financial aspects of the relationship for your application.>>

Revamp your finances: How to get a money strategy and stick to it
Peter Switzer suggests we try to look at our finances as if we’re running a business. He gives us his exclusive money strategy tips.>>

What is loyalty tax & are you losing money?
Loyalty tax isn’t a ‘tax’ but instead refers to increased premiums that occur over time, the longer you stay with a provider. We give you the rundown on loyalty tax and how you can work to lower increased fees.>>

Switzer’s 7 golden rules of investing
Peter Switzer gives us his core considerations for buying stocks and outlines his 7 investing principles.>>

Tax tips for the working woman
Ben Johnston gives us his tips on how to both maximise your tax savings whilst avoiding making errors with your deductions.>>

How will you make money this new financial year?
July 1st marks the new financial year! Peter Switzer gives us the run-down on the new taxes, tax cuts, giveaways and slugs that come with the new year.>>

Should you keep your money in the bank?
In an age where the most preferred place to leave our savings is a bank deposit that rewards us with such a ridiculously low rate of interest, what should a wise wealth builder do? Peter Switzer gives us his tips on where you might like to think about placing your money.>>