Retirement
From conversation to collaboration: How your relationship with a financial planner evolves
6 November
Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]
Superannuation: teaching the next generation to value their future wealth
6 November
Superannuation is one of the most powerful tools Australians have to build long-term financial security. Yet, for many young people, it remains out of sight and out of mind. They may see it as something for “future them” to worry about — a...[Read More]
Top 7 tips for living a lifestyle of choice
6 November
In today’s fast-paced world, many people find themselves caught up in routines driven by obligation rather than intention. Yet, true fulfilment comes from living deliberately — making choices that reflect who you are and what truly matters to...[Read More]
Review your superannuation and insurance before the new year
23 October
Start 2026 with financial clarity and confidence As the year draws to a close, many of us begin thinking about new year resolutions — getting fit, saving more, or making better lifestyle choices. But before you launch into your 2026 goals,...[Read More]
Why retirement planning is so important — and how to know if you’re ready
23 October
We go through life knowing that one day we’ll retire. It’s always a distant milestone — until suddenly, it’s just around the corner. The kids are grown, the mortgage might be smaller (or gone), and thoughts of “what’s next?” start to...[Read More]
The rule of seven: An investor’s compass
16 October
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
Nearing retirement: Ten steps to take before you leave work
16 October
Retirement isn’t just about finishing a career — it’s about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear. You’ve spent decades working, problem-solving,...[Read More]
One of the most essential steps in future planning is writing a will
16 October
As we journey through life, planning for the future becomes increasingly important. Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]
Tips for communicating with elderly family members
16 October
Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]
Treasurer defends $4b hit from super tax backdown
15 October
A $4 billion budget hole created by an overhaul of the government’s contentious super tax policy will be filled using other measures, the treasurer says. Labor is defending major changes to its planned superannuation tax hike, which will see the...[Read More]
We all want to pay less tax — but what does “Tax Minimisation” really mean?
9 October
It’s no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But there’s a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation — the legal and...[Read More]
Super fund members cautioned against switching
8 October
One of Australia’s top superannuation fund providers is cautioning against making knee-jerk investment decisions during volatile times. HESTA said it saw an uptick in investment switching during the market pullback in early April, which was...[Read More]
The top 5 goals of retirees – and why good advice makes all the difference
2 October
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next? While the answers vary from person to person, there are five...[Read More]
Caution urged on supposedly ‘balanced’ super funds
1 October
Some superannuation funds’ “balanced” options have become heavily overweight riskier “growth” assets, a financial planner warns. Alex Jamieson, founder of Melbourne-based AJ Financial Planning, says super fund providers have an incentive...[Read More]
Salary sacrifice to maximise your take-home pay and pension
25 September
When it comes to preparing for retirement, many people focus on how much they’re contributing to their superannuation or pension. What often gets overlooked is how those contributions are made — and this is where salary sacrifice can play an...[Read More]