How will you mark your milestones this year?

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MilestonesCan you believe it’s 2018? Actually, 2018 is nearly a month down, which is even scarier. I’ve talked before about how the first month of a new year can prompt people to book in to get their finances sorted out asap. But it turns out that major milestones are actually the main reason people take out life insurance.

It’s true. Research* shows ...

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The Seven Year Itch…

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Wedding 2Today marks seven years since Rob and I tied the knot. Seven years!! Aside from ‘Congratulations!’, there’s another phrase we’ve been hearing when we tell people about our anniversary: ‘The seven year itch!’

Apparently there’s something about seven years in the same situation that makes people suddenly realise they want to change. Just to reassure you all, this is not the case for ...

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Let the Festival of Tats Begin!

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Tats40This week marks a bit of a milestone for me. On Thursday I turn the big 4.0. Between all the celebrations – in fact, we’re calling this whole month the Festival of Tats – I couldn’t help but notice that my 40th year is nothing like I imagined.

Where did I see myself at 40? Not working as a financial adviser, that’s for sure! ...

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What I’ve learnt after five years in business…

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I got chatting to one of my girlfriends the other day about starting a business. She wondered what I thought was the best thing about working for myself. My answer? Work-life balance. Funnily enough, it’s probably also the worst thing, too!

When I started Monarch Advisory Group, I was really looking forward to being able to take time off when I wanted to and setting my own hours. But in reality, when you’re starting a business work-life balance goes out the ...

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Before life gets too busy…

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Harbour ViewWelcome to 2017! As you can see, we were lucky enough to celebrate New Year’s Eve with a prime view of Sydney’s spectacular fireworks display! How did you ring in the New Year? Make any New Year’s resolutions?

Did you know that the concept of making a New Year’s resolution actually began back with the ancient Babylonians, who made promises ...

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Merry Christmas from Monarch

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Christmas PedroMake sure you’re sitting down before you read this… it’s December! Another year is almost gone! The team at Monarch and HM Finance have already found themselves inundated with invitations to festive lunches, dinners and drinks. And my family is also about to descend on the Ritz-Coulter for Christmas. Poor Pedro won’t know what’s hit him!

Even if Christmas isn’t really your thing, ...

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Six years of wedded bliss… and I still feel like a teenager

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This weekend Rob and I celebrated our 6th Wedding Anniversary! The time has absolutely flown by (in a good way), but when I reflect on that September day back in 2010 I remember feeling a bit anxious about what was to come.

Don’t get me wrong, I couldn’t wait to marry Rob. But I also remember thinking that getting married was such a grown-up step. It’s the moment where you really become an adult and have to think about adult things, ...

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I can’t believe we’re in June already!

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Can you believe we’re nearly halfway through 2016?! Feels like it was only last week that we were popping the cork on the New Year’s champagne!

And yes, this time of year is when our thoughts turn to tax returns and financial statements, etc, but I also think it’s a great time to reflect on our achievements over the past 6 months. Reviewing our past milestones not only gives us an opportunity to take a breather from our busy lives, but ...

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