Blyth Staley

What Is a Self-Licensed Adviser & Should You Choose One?

Blyth Staley May 27, 2025 No Comments

If you’re exploring financial advice in Australia, you may have come across the term self-licensed adviser and wondered, “Is this the better choice for me?” A self-licensed adviser is a…

What to Do With an Inheritance in Australia

Blyth Staley May 6, 2025 No Comments

Receiving an inheritance can be complicated for many, especially if a significant value is involved. On one hand, you’ve lost someone you love, and you’re working through grief. On the…

A person placing a coin into a white piggy bank while using a calculator, with a glass jar of coins and notebook nearby—representing personal budgeting, disciplined saving habits, and financial goal setting.

Your Complete Guide to Combining Super

Blyth Staley March 27, 2025 No Comments

If you’ve had various jobs, you probably have various superannuation funds. Whilst a diversified approach sounds like it could be lucrative, the opposite is likely true. As part of our…

What To Do When You Win The Lottery in Australia

Blyth Staley March 19, 2025 No Comments

They say the chance of winning the lottery in Australia is something like one in over 60 million. So, you’re one of the very few to defy near-impossible odds and…

Hands gently shielding a small green plant growing from a pile of coins on a wooden surface, symbolising financial growth and investment.

Money Saving Tips and Tricks You’ll Find Easy

Blyth Staley November 8, 2024 No Comments

If you’re looking for the best way to increase savings, this article is for you. As leading financial planners in Melbourne, many clients come to us struggling with this common…

A man in a suit and a woman in a black sweater working together on a laptop in a café, with coffee cups on the table.

How to Choose the Right Financial Adviser For You

Blyth Staley October 1, 2024 No Comments

A financial adviser can be life-changing. Not only can they simplify complex financial decisions and help you achieve specific lifestyle goals, their expert guidance delivers peace of mind and confidence…

Two professionals, a man and a woman, smiling while reviewing a document together in a modern office setting.

Business Succession and Estate Planning – Why It Matters For You

Blyth Staley September 10, 2024 No Comments

If you’re an Australian business owner, you know all about hard work. Some 60% of Australian SMEs and start-ups fail within their first three years. So, if you’ve made it…

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Is a DIY Will Kit Enough?

Blyth Staley September 6, 2024 No Comments

More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy –…

There’s No Time Like the Present

Blyth Staley September 6, 2024 No Comments

Over the last 100 years global share markets have experienced many major set-backs, including the Great Depression of the 1930s, several wars, the ‘crash of 1987’ then the Global Financial…

Investing: How to Reduce Concentration Risk

Blyth Staley September 6, 2024 No Comments

Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is…

Author: Blyth Staley