Retire right: why seeking financial advice matters

15 May

Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.  Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]

Self-Managed Superannuation Fund (SMSF) checklist – summary

8 May

A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.  This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]

The redundancy checklist

8 May

Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future.  A qualified financial adviser can assist you in navigating...[Read More]

The move to aged care: navigating a stressful and rushed transition

1 May

For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse.  It’s a period marked by emotional strain, urgency, and confusion. The...[Read More]

Digital literacy in retirement: embracing tech in the golden years

24 April

In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees.    Far from being just “young people’s territory,” technology now plays a significant role in helping older adults stay...[Read More]

Living your best life in retirement: why professional advice matters

17 April

Retirement is an exciting new chapter—a time to prioritise health, passion, relationships, and personal growth.  Whether you’re planning adventurous travels, exploring hobbies, or giving back through volunteering, the key to enjoying a...[Read More]

Building a retirement bucket list: turning dreams into reality

10 April

Retirement marks the beginning of a new and exciting chapter—one that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those “one day” goals.    Creating a retirement bucket list is more than just a fun...[Read More]

The difference between bananas, stocks and bonds

10 April

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Don’t be spooked by sliding super, funds warn members

10 April

Donald Trump is “burning down a house to cook a steak” as local and international equity markets go into freefall in response to the US president’s trade tariffs. But superannuation funds are urging people to not panic if their balances...[Read More]

Managing finances and lifestyle activities during retirement

3 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

The top 5 international destinations retirees should have on their bucket list

27 March

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Staying steady: managing emotions and maintaining focus during market volatility

20 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.    Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]

Is a self-managed super fund right for you? Balancing flexibility with responsibility

20 March

Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[Read More]

Super housing scheme could shave years off home wait

20 March

People saving for their first home could be in their own property years sooner under a proposal to allow Australians to access their superannuation for housing, a study has found. A report from economists Peter Tulip and Matt Taylor found using...[Read More]

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]