Guides

Over more than 25 years, I've found that people rarely come to me because they want to know more about money. They come because they're navigating one of life's biggest financial moments, divorce, inheritance, ageing parents, adult children, retirement, or simply wanting to make better decisions for their future.

To help you through these moments, I've created a collection of guides filled with practical insights, real-life stories and simple steps to help you make decisions you'll thank yourself for later. I hope you'll find something here that's useful, whatever stage of life you're in.

I'd love to hear what you think, and if there are any other topics you'd like me to explore.

Money Dilemmas

Get clear on the decision before you pay for professional advice.

Each guide is a practical companion to its Money Dilemmas episode, bringing together expert insights, useful links and resources to help you understand what’s ahead. If you’re facing a similar situation, it can help you work out what you need to know, which questions to ask and what to consider before deciding on your next step.

MONEY DILEMMAS · EPISODE 01

Divorce & Money

Featuring insights from Tahlia Ferrari, family law barrister

Divorce is a financial flashpoint. Walk into the room prepared.

WHAT'S INSIDE

1. 01A two-point financial snapshot: what you had when you started living together and what you have now
2. 02A records checklist and a before-and-after monthly budget, so you can see what everyday life will actually look like
3. 03Ten questions to take to your family lawyer, plus questions for your adviser or accountant

PDF · 18 pages · Instant download after payment

$19.99 AUD

Get the guide, $19.99

Secure payment by Stripe · Watch the episode

MONEY DILEMMAS · EPISODE 02

The Bank of Mum and Dad

Featuring insights from Harry Moustakas, financial adviser

Love isn't a loan assessment.

WHAT'S INSIDE

1. 01What going guarantor really means, with a risk checklist
2. 02A snapshot of your own retirement security to complete before you commit to anything
3. 03Six ways to help compared side by side, from a gift to a limited guarantee

PDF · 16 pages · Instant download after payment

$19.99 AUD

Get the guide, $19.99

Secure payment by Stripe · Watch the episode

MONEY DILEMMAS · EPISODE 03

Property & Your Financial Future

Featuring insights from Peter Matthews, property expert

Is another property really the answer?

WHAT'S INSIDE

1. 01Three strategies compared: buy an investment property, upgrade your home or wait
2. 02A true-cost checklist and a monthly cash-flow test
3. 03A resilience checklist for rate rises, vacancies and a falling market

PDF · 16 pages · Instant download after payment

$19.99 AUD

Get the guide, $19.99

Secure payment by Stripe · Watch the episode