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End of Financial Year: a time for reflection and new opportunity

12 June

Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin.  While for some, it...[Read More]

What is ethical investing, how do I do it?

12 June

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay. People have become...[Read More]

The top 5 places to visit in Australia for retirees

12 June

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Teaching kids about money at different stages in their lives

12 June

It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]

Mastering the art of asking favours

5 June

Asking for a favour is a delicate art that, when done correctly, strengthens relationships and builds trust.  However, when approached poorly, it can strain even the strongest of connections.  Whether within families, friendships, or professional...[Read More]

EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year

5 June

As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]

What’s your “big picture” ?

29 May

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Retirees working past the age of 70: what to consider

29 May

With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70.  Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]

Find your next adventure: how to choose a destination, stay on budget & get inspired

29 May

Travel offers a chance to reset, recharge, and reconnect with nature, culture, and the people you love. But with so many incredible places to go and limited time or money, choosing where to go can feel overwhelming. Finding the right destination...[Read More]

Keeping busy in retirement: top 10 ideas for the 70+ age group (especially for those who are single or widowed)

29 May

Retirement can be a fulfilling and enriching stage of life, even more so when it’s approached with purpose and creativity. For those over 70 who are single, whether by choice, separation, or the loss of a life partner, keeping active, socially...[Read More]

Recognising and responding to elder abuse: a community responsibility

29 May

Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect.  The reality is that...[Read More]

Navigating market volatility: smart tips for long-term investors

22 May

Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normal—and often necessary—part of...[Read More]

Stronger for longer: why resistance training matters after 65

22 May

As we age, it’s natural for our bodies to change—but losing strength and mobility doesn’t have to be one of those changes. In fact, people over 65 can greatly benefit from resistance training, often referred to as strength or weight...[Read More]

Resistance training on a budget? Tips to build a home gym

22 May

While most people are aware of the importance of regular aerobic exercise, the significance of resistance training (aka weight or strength training) is often overlooked. It’s recommended that adults engage in at least two 20- to 30-minute...[Read More]

Make the most of EOFY: super strategies to discuss with your financial adviser

15 May

As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.  Whether you’re looking to grow your superannuation,...[Read More]