Blog & insights
How Will Self-Isolation Affect My Financial Situation?
With the coronavirus pandemic escalating quickly, many of us in the near future will be required to self-isolate. This article discusses your rights as well as advice to managing your finances and cash-flow during self-isolation.
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From redundancy to a $1m+ investment portfolio within 5 years
In 2002, Jesse* was offered a redundancy package. Included in the package was an optional meeting with a financial planner. While her manager encouraged her to take up the offer, Jesse had
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Client case study: Christine and Jono
GETTING THE CONFIDENCE TO INVEST What should we do with our savings? When Christine and Jono first came to Montara Wealth, they’d saved well, but they weren’t confident they had saved enough
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Don’t get derailed by the end of the financial year hype!
Why sticking to a long-term plan and avoiding end of financial year gimmicks is often the best way to go The media hypes the end of financial year. Financial experts are wheeled
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CAN YOU REALLY FIND FINANCIAL FREEDOM BY READING A BOOK?
Millions of Australians have embraced The Barefoot Investor for its easy to read and practical advice. The book’s goal is to help you get in control of your finances by following nine
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