Posted in Smart Money Management

As a homeowner, your mortgage is likely one of your largest financial commitments. While it’s easy to set and forget your loan, conducting an annual review can offer significant benefits. At FinancePath, we believe that staying proactive with your mortgage can save you money and help you achieve your financial goals faster. BOOK NOWHere’s why an annual loan review is essential:1. Identify better rates and productsThe mortgage market is constantly evolving, with new products and competitiv...

Are you retirement ready? Smart financial planning for your next chapter.Retirement is more than just a milestone—it’s a new beginning. Whether you envision relaxing on the golf course, traveling in a motorhome, or spending more time with family, achieving your ideal retirement lifestyle starts with strategic financial planning.BOOK NOWHere’s what you need to consider ensuring you’re retirement ready.When do you plan to retire?Your retirement timeline depends on several personal and f...

The New Year is all about fresh starts. With 2025 fast approaching, it’s the perfect time to reflect on your finances and take steps to set yourself up for success. While the holiday season may bring extra expenses, it’s also a great opportunity to start building better financial habits for the year ahead.Review, reset, and prepare for a financially confident new yearLook Back to Move ForwardUnderstanding your current financial situation is the first step in shaping your financial future....

Getting ready to buy your first home? As your mortgage manager, we're here to help you every step of the way. It's an exciting time and it's easy to make mistakes. Here are 5 common mistakes that you should try to avoid!
1. Relying on advice from family and friends Family and friends are people you can trust, so it's understandable that you listen to their advice. However, while they may have the best of intentions, it's always best to seek independent professional advi...

Yes, it's possible, with a little forward planning and smart money management. During the summer months, many Australians have thoughts of buying their own holiday house. After all, who wouldn't want a tree-or beach-side getaway to use at your leisure? Having a holiday house is especially appealing if you're one of those people (or families) who love holidaying in the same spot every year. The obvious considerations when it comes to buying a holiday house are the co...