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Author: Alex Bernshteyn

6 Steps to Build Money Confidence

Alex Bernshteyn August 19, 2025 No Comments
Do you freeze up when making financial decisions? Ever catch yourself saying “I’m just not a numbers person” to avoid dealing with money matters? Do your finances keep you awake…
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Why Athletes Need Financial Advice

Alex Bernshteyn August 19, 2025 No Comments
Reaching a professional sporting level is a remarkable achievement that very few accomplish. But away from sport, are your finances in pole position? Your exceptional career demands an equally impressive…
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A Complete Guide to Credit Lending 

A Complete Guide to Credit Lending 

Alex Bernshteyn May 12, 2025 No Comments
Everything You Need to Know Before You Borrow  Are you considering getting a loan to make a large purchase, consolidate your debt, or pay some unexpected bills or expenses? This…
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Common Financial Mistakes Doctors Make

Alex Bernshteyn April 1, 2025 No Comments
(and How to Solve Them) Medical professionals in Australia share common ground when it comes to financial challenges despite their diverse specialisations and career paths. Drawing from our experience providing…
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DIY Insurance – Is It Right for You?

DIY Insurance – Is It Right for You?

Alex Bernshteyn September 6, 2024 No Comments
Research shows that Australians are under-insured which has led to the proliferation of television advertisements promoting personal insurance cover. Are these quick and easy plans suitable for your family? Research…
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The Upside of a Down Market

Alex Bernshteyn September 6, 2024 No Comments
Most people view share market downturns as unequivocally bad events. Suddenly, hard earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating,…
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Trauma Insurance Fills the Gaps

Alex Bernshteyn September 6, 2024 No Comments
According to an Australian Bureau of Statistics report published in September 2019, cancer is the most common cause of death in Australia accounting for more than 32,000 fatalities in 2018.…
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The Tax Effect on Deceased Estates

Alex Bernshteyn September 6, 2024 No Comments
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators…
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