Retirement
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Aged care conversations every family should have
2 July
Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]
Seven steps to feeling financially secure
25 June
Financial security is often associated with being wealthy, owning valuable assets or having a large retirement balance. While money and assets can provide important protection, genuine financial security is also a state of mind. It is the feeling...[Read More]
Estate planning: the good, the bad and the ugly
18 June
Estate planning is one of those topics many people know is important, but often put off. It can feel uncomfortable, complicated or something to “deal with later”. Yet a well-structured estate plan can be one of the greatest gifts you leave...[Read More]
Rule of seven: An investor’s compass
11 June
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
Understanding powers of attorney, enduring powers of attorney and advance care directives
21 May
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...[Read More]
Budget time is review time: why professional advice matters
14 May
The Federal Budget is more than a political announcement. For many Australians, it is an important reminder to stop, review and ask a simple question: are my financial, lifestyle and tax strategies still working in my favour? Budget changes can...[Read More]
Working with an estate planning lawyer: What to expect and how to prepare
30 April
Estate planning is one of those important life tasks that many people put off because it feels confronting, complicated or “something for later”. But a well-prepared estate plan is not really about death; it is about care, clarity and reducing...[Read More]
Key ways to invest through an SMSF
30 April
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Making the most of dalary sacrifice: A smarter way to build your super
23 April
When it comes to building long-term wealth for retirement, one strategy that often gets mentioned—but not always fully understood—is salary sacrificing into superannuation. While it may sound complex, the concept is relatively straightforward...[Read More]
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]
Riding the waves: Understanding market volatility and the importance of advice
16 April
Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]
The super cash switch and what’s to consider.
15 April
Financial markets have see-sawed over the past month since the war in the Middle East began, impacting the balances of superannuation accounts. If this is causing stress, here are four things you can do: * Stay focused on the longer term – market...[Read More]
The power of superannuation, compounding, and staying the course
9 April
Superannuation is one of the most powerful long-term wealth-building tools available to Australians. Yet, despite its importance, it’s often misunderstood—particularly during periods of market volatility when balances fluctuate and confidence...[Read More]