Understanding intergenerational wealth

23 April

Intergenerational wealth refers to the financial assets, investments, and valuable resources passed from one generation to the next. This can include property, shares, superannuation, savings, family businesses, or even sentimental assets such as...[Read More]

Showers free in aged care reform as health rebate cut

22 April

Private health insurance rebates will be slashed for older Australians to fund essential home care services such as showering and dressing support. The federal government has backed down on a requirement that people receiving aged care support pay...[Read More]

Who speaks for you when you can’t? Why planning ahead in aged care matters

2 April

There may come a time in life when you are no longer able to make decisions for yourself—whether due to illness, injury, or cognitive decline. It’s not an easy topic to think about, but it is one of the most important conversations you can have....[Read More]

Understanding powers of attorney, enduring powers of attorney and advance care directives, and why getting advice matters

8 January

As we move through life, we plan for many things — work, family, retirement and finances. Yet one area that is often overlooked is planning for a time when we may not be able to make decisions for ourselves. This is where documents like a Power of...[Read More]

The gift of trust: How talking about us strengthens our business and community

4 December

Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive.  We never take that trust for...[Read More]

Why estate planning conversations are so hard — and why waiting can be costly

9 October

Talking about estate planning can feel confronting. It’s a conversation tied to ageing, mortality, money, and family dynamics — all sensitive topics many of us prefer to avoid. Yet, avoiding it doesn’t make the need go away.  In fact, most...[Read More]

Aged care workers to get fourth pay bump in three years

1 October

Aged care workers will receive more money in their pocket, with a fourth pay rise in three years set to take effect. Wednesday’s increase means a level two registered nurse, which is the most common level, will receive an extra $60.20 a week, with...[Read More]

How to approach wealth transfer and estate planning: key considerations

11 September

Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions.  While the process can seem complex, thoughtful...[Read More]

What is Aged Care and Why Seeking Advice Early Matters

28 August

As we age, our needs change — sometimes gradually, and sometimes unexpectedly. Aged care refers to the range of support services available to older Australians who need help with daily activities, personal care, health services, or accommodation...[Read More]

Estate planning, powers of attorney and advance care directives: why legal advice matters

21 August

Estate planning is often thought of as something reserved for the wealthy, but the reality is that everyone can benefit from having a plan in place. At its core, estate planning is about making sure your wishes are respected, your loved ones are...[Read More]

Aged pensioners to feel impact of asset test changes

20 August

Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]

Preparing for retirement: a blueprint for lasting health and happiness

14 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.    Here are ten top tips to help you prepare: Stay Physically...[Read More]

Understanding intergenerational wealth: what it is and how to protect, maximise, and utilise it for the family

7 August

Intergenerational wealth refers to the financial assets, investments, and valuable resources passed from one generation to the next. This can include property, shares, superannuation, savings, family businesses, or even sentimental assets such as...[Read More]

Recognising and responding to elder abuse: a community responsibility

29 May

Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect.  The reality is that...[Read More]

The move to aged care: navigating a stressful and rushed transition

1 May

For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse.  It’s a period marked by emotional strain, urgency, and confusion. The...[Read More]