How to be healthy, wealthy and wise

9 July

Living your best life is not about chasing perfection. It is about making steady, thoughtful choices that support your health, strengthen your financial position and help you make wiser decisions along the way. The old saying “healthy, wealthy and...[Read More]

Spin the globe: A three-week luxury adventure for two

9 July

Successful careers can bring exciting opportunities, but they can also make it difficult to step away from busy schedules and decide how to spend precious holiday time. For a young professional couple with no children, travel offers the chance to...[Read More]

Oliver’s insights – 2025-26 saw lots of noise but strong returns (again) – can it continue?

8 July

Key points While we saw a long list of worries over the last year, 2025-26 saw another financial year of strong returns. Risks around Iran and oil, various other geopolitical issues, sticky inflation and possible further rate hikes and AI related...[Read More]

Oliver’s insights – Was life really better in the good old days?

8 July

Key points Angst about economic conditions has been running high in recent times. This is evident in chronically low consumer confidence readings and a downtrend in measures of happiness. It’s also arguably evident in the rise of populist...[Read More]

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]

Spin the globe: A four-week family adventure

2 July

Choosing a family holiday can sometimes feel harder than packing for one. Parents may dream of beautiful scenery and cultural experiences, while school-aged children imagine theme parks, wildlife encounters and endless opportunities for adventure....[Read More]

Top 10 tips to improve your sleep

2 July

Sleep is one of the foundations of good health, yet it is often the first thing we sacrifice when life becomes busy. A restful night supports concentration, mood, physical recovery, immune function, and our ability to manage everyday stress. When...[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]

The first great retirement journey: Seven weeks through Europe

25 June

Retirement changes the way a couple can travel. For years, holidays may have been squeezed between work commitments, family responsibilities and limited annual leave. Now, for the first major trip after retirement, time becomes part of the...[Read More]

Caring with love: Supporting a parent or grandparent living with dementia

25 June

When a parent or grandparent is diagnosed with dementia, life can begin to change for the whole family. Familiar routines may become difficult, conversations may be repeated, and someone who was once fiercely independent may increasingly rely on...[Read More]

Oliver’s insights – Teflon share markets – 5 reasons they’re so resilient despite lots of worries

24 June

Key points Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares to rise; economic activity data right here right now has...[Read More]

Aged Care: The emotional and financial decisions families often overlook

18 June

Aged care is one of the most important conversations a family can have, yet it is also one of the easiest to delay. Many families only begin thinking seriously about aged care when there is a health event, a fall, a hospital admission, or a...[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]

10 benefits of yoga and pilates for all ages

18 June

Yoga and Pilates offer numerous benefits for people of all ages, including those leading into and during retirement.   Improved Flexibility: Both Yoga and Pilates involve stretching exercises that can help improve flexibility. This is particularly...[Read More]