Retirement
Embracing the new chapter of caring for a loved one
23 November
Caring for an elderly family member is a journey that encompasses both the heart and the home. When the time comes for a loved one to move into an aged care facility, the dynamics of care and communication evolve, presenting new challenges and...[Read More]
Navigating the Emotional and Financial Aspects of Inheriting Wealth
16 November
Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]
Almost a third of GPs plan to retire in next five years
15 November
Almost a third of GPs plan to retire in the next five years, prompting a call from their professional body to boost doctor numbers in the community. The Royal Australian College of General Practitioners has released its 7th annual Health of the...[Read More]
Beware of SMSF promoter schemes
8 November
The sole purpose of a self-managed super fund (SMSF) is to save up for your retirement savings. There are people promoting early access schemes (PDF, 156KB)This link will download a file which are illegal and could cost you more than your...[Read More]
Managing Finances and Lifestyle Activities Across the Four Phases of Retirement
2 November
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Understanding the Five Pillars of Personal Finance
2 November
When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection. Mastering these elements can be the difference between...[Read More]
Dreaming of an early retirement?
26 October
The idea of exiting the workforce ahead of schedule to travel the world, launch a passion project, establish a small business, engage in volunteer work, or simply enjoy life, is enticing for many. However, it’s crucial to note that planning for an...[Read More]
Consultations are underway for changes to superannuation
25 October
From 1 July 2026, employers will be required to pay their employees’ super at the same time as their salary and wages. Currently, employers are only required to pay their employees’ super quarterly. These changes to payday super were...[Read More]
Seeking professional advice: A vital imperative in the age of social media influencers
19 October
In today’s digital age, information is readily accessible at our fingertips, thanks to the proliferation of social media platforms and influencers. Australians, like people worldwide, often turn to these platforms for guidance and information on...[Read More]
Three valuable insights for effective Financial Planning
19 October
As clients seeking financial guidance and planning services, we play a crucial role in ensuring a successful partnership with our financial planners. Here are three essential insights from our perspective to enhance our collaboration with financial...[Read More]
Ask yourself these 5 things before buying life insurance
19 October
Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]
Things to do for a happy life after retirement
12 October
Are you the employee who eagerly waits for retirement day or one who fears it because they are not prepared? While there is no blueprint for a happy retirement, some actions can help increase the chances of having an enjoyable life after...[Read More]
Setting Financial Goals – the basics & benefits
5 October
Saving a few dollars today can add up to a lot of money later on – cash that you can use to start investing, pay off your debt repayment, or save for retirement. But to ensure you have a clear direction and achieve what you want, you need to start...[Read More]
Top 5 common financial mistakes
5 October
It’s easy to make mistakes with money, especially if you’re unaware of how dire the consequences of your actions could be. Here, we’ll look at some of the most common financial mistakes people commit that frequently result in severe financial...[Read More]
Behavioural guidance during market volatility
28 September
Much of this year has remained fraught with uncertainty and instability in the markets. This, of course, has caused many investors to become nervous and impulsive about their market decisions. This article will help to ease some fears about market...[Read More]