Retirement
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]
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]
Aussie retirees tipped to join world’s wealthiest
27 February
Australian retirees could become the richest in the world, according to new research. As a voice for more than 11 million Australians, the Super Members Council says the nation’s pension assets will surpass the UK’s in 2030 and Canada’s by...[Read More]
Super funds to make their investment case in Trump’s US
27 February
Australians’ $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the world’s biggest investment market, as industry leaders aim to make a case for more opportunities. A delegation of Australia’s...[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]
Retiring renters face homelessness as ownership falls
19 February
Retiree renters are being left behind, putting a growing number of older Australians at risk of becoming homeless, a new report has found. And the problem is only going to get worse, according to the Grattan Institute report. Two in three retirees...[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]
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]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Understanding estate planning and key legal tools: why legal advice is essential
30 January
Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death. It goes beyond simply writing a will; it involves making key decisions about property...[Read More]
Estate planning: living your best life without regrets
16 January
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]
Starting a business after retirement: turn your passion into profit
9 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Estate planning: preparing for life’s uncertainties
26 December
Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances. The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]
Journeys of a lifetime: how to make travel truly memorable
26 December
Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]