Lifetime Wealth – Legacy Road

March 12, 2021

7 Steps to Making a Successful Money Plan

In our experience, people hear the word ‘budget’ and immediately cringe. Not because they don’t think it’s important but because thinking about what you can’t spend […]

August 5, 2020

Making a Realistic Money Plan

When we talk about making a realistic Money Plan, we are not talking about some budget you write at the beginning of the year and then never look at (much like a New Year’s resolution). We are talking about a real plan for your money that you can stick with, because just like a diet, it’s not going to do you any good if you don’t actually stick with it.

August 5, 2020

Does Money Equal Happiness?

I have been pondering a bit lately about happiness and in particular what does pursuing contentment and happiness have to do with money? Can money buy you happiness and if so, why are there miserable millionaires?

August 5, 2020

Fun & Finances

Money can’t buy you happiness, but it sure can buy you fun. And we do. Australians spend $80.3 billion a year on recreation (the 4th highest area of weekly spending, only beaten by the essentials of housing, food, and transport).

June 5, 2020

Time and money. Is there ever enough of either one?

It’s no secret we live in a fast-food, quick-results, instant-gratification culture. We want it all immediately, and we expect our finances to keep up (or catch up). But the truth is, the way we are living, they’re more likely to pack up.

May 12, 2020

Let’s Talk About Money

Do you ever feel like you are drowning in debt? Or there are just too many bills in a month? What would happen if a sudden medical emergency arose in your family and you were no longer able to work? Research from the Australian Psychology Society has found that personal financial issues have been consistently voted by Australians as the top stressor in our lives.

April 24, 2020

Money Conversation Starters

If you are married is it so important to understand what each other values and believes when it comes to finances. We've put together a series of 'conversation starters' to help you begin to discuss your finances.

September 10, 2019

The Quest For Perfection

I remember one year in my early 20’s, I had recently moved out of home and was doing my grocery shopping. I took my time in the fresh food section of the grocery store trying to choose the perfect peach. It was beautiful – no blemishes or marks from insects, and just the right softness and size, however, when I bit into it, it was all wrong. It was not the delicious, juicy piece of fruit that I had hoped for. It had no flavour and the texture was not right.

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