New Financial Year. New Half. Same Goals?
James Harris Published on: 04/07/2025
New Financial Year. New Half. Same Goals? If January was your plan… how’s July looking?
Financial Planning
James Harris
Don't Let These Travel Money Mistakes Ruin Your Adventure
James Harris Published on: 27/03/2025
I made some costly travel money mistakes. Here's how you can avoid them.
Financial Planning
The 20-Minute Call That Could Save You $5,000
James Harris Published on: 12/03/2025
Ever feel like your bank isn’t giving you the best deal? You might be paying thousands more than you need to on your home loan. Most people don’t realise their interest rate is higher than it should be. And guess what? Banks rarely call to offer you a discount—you have to ask.
Financial Planning
Wish You Knew This Sooner? You’re Not Alone.
James Harris Published on: 12/03/2025
Ever looked at your finances and thought, "I wish I knew this sooner"? You're not alone. I’ve had multiple conversations this week where clients said exactly that. They realised they’d been following money habits they picked up from their parents, without questioning if there was a better way.
Financial Planning