Retirement
Embracing your retirement journey: 10 heartfelt tips for a fulfilling future
13 March
Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace. However, it can also feel overwhelming,...[Read More]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns. While some may view redundancy as a setback, others may see it as...[Read More]
Women lack confidence when it comes to retirement funds
12 March
Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]
The health and wellbeing benefits of walking every day
6 March
Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being. Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]
Smart ways to invest using an SMSF
6 March
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]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages
13 February
Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[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]
New thinking about the concept of being wealthy
14 November
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]
Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition
28 September
The Challenge Facing Farm Owners The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]
Why is wellbeing important & what do we need to do to achieve it?
27 February
When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]
Why Should You Start Setting Financial Goals?
17 November
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]