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September 15, 2015 by Helen Baker

Being the Swiss army knife

My role as Financial Advisor is multifaceted and I see myself more as a fixer. I often see people when they are at their most vulnerable – the death of a loved one, a financial mess after divorce, a family feud involving money. On the other side I see young people wanting to get their financial … [Read more...]

Filed Under: Aged care, Divorce, Estate planning, Financial planning, Inheritance, Marriage, Money and couples, Retirement, Single parent, Superannuation, Widow, Womens finance tips

August 27, 2015 by Helen Baker

Five Foundations – the Emergency Fund

As women, generally speaking, we are wired for security. That often explains why we like to own our own home. We can nest, put our own pictures on the wall, we don’t have to move all the time, we have a place that is stable and secure and a place to feel peaceful. We seem to be particularly wired … [Read more...]

Filed Under: Divorce, Financial planning, Marriage, Money and couples, Mortgage, Single parent, Womens finance tips

August 24, 2015 by Helen Baker

Going through your divorce as a winner!

Claire (not her real name) is a young woman with two children under five and a traumatic start to the new financial year. Claire thought that life was rather wonderful; she had the lovely home, the handsome husband and three beautiful children. But then, without any warning, her world fell apart. … [Read more...]

Filed Under: Divorce, Estate planning, Financial planning, Insurance, Marriage, Money and couples, Mortgage, Single parent, Superannuation, Womens finance tips

May 8, 2015 by Helen Baker

Money Matters – finance for the savvy solo mum

Helen's new Money Matters series in Lift Magazine. Read the full article here Excerpt from magazine article: Women in general and mums in particular so often find it hard to acknowledge their contribution to life.  They're the ultimate ball jugglers - of work, children, fitness, health, … [Read more...]

Filed Under: Divorce, Financial planning, Single parent, Womens finance tips

October 7, 2014 by Helen Baker

Financial planning for christmas presents and expenses

Press the play button below to listen. Transcription Interviewer: 96.5 where your family is number one, and I know you want to bury your head in the sand, but Christmas is fast approaching. So, you are all wondering how you’re going to make the money go that little bit farther in the lead up … [Read more...]

Filed Under: 96five.fm radio, Financial planning, Money and couples, Podcast, Single parent, Womens finance tips

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Recent articles

  • Tips for growing small businesses in 2021 February 5, 2021
  • Book Review: On Your Own Two Feet (2nd edition) December 21, 2020
  • 9 clever money management tips for you and your family at Christmas December 21, 2020
  • 5 divorce mistakes you can’t afford to make December 16, 2020
  • 7 things to consider when getting divorced December 16, 2020

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Financial Planning Tips

  • Tips for growing small businesses in 2021 February 5, 2021
  • Book Review: On Your Own Two Feet (2nd edition) December 21, 2020
  • 9 clever money management tips for you and your family at Christmas December 21, 2020
  • 5 divorce mistakes you can’t afford to make December 16, 2020
  • 7 things to consider when getting divorced December 16, 2020

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