Retirement
Time, money and meaning: Rethinking what wealth really is
15 January
Ask ten people what wealth means and you’ll likely get ten different answers. For some, it’s a certain number in the bank, a paid-off home, or the freedom to stop worrying about bills. For others, it’s less tangible — time, health,...[Read More]
Nearly two in five Aussies fear retirement out of reach
10 December
Nearly two in every five Australians fear they will not be able to retire, as housing prices and day-to-day costs grind higher, new data shows. Roughly 38 per cent of Australian superannuation members have that worry, up from 28 per cent in 2024,...[Read More]
Super needed for retirement diverges due to home status
10 December
The amount of superannuation needed for different groups to retire, as projected by Super Consumers Australia: * Single homeowner needs $74,000 for a modest retirement spending $32,000 per year, with the rest (91 per cent) supplemented by the age...[Read More]
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
10 money-saving tips to help build up your savings for the future
20 November
Are you looking to build up your savings for the future, but don’t know how or where to start? Check out these money-saving tips you can apply today. Whether you’re looking to save money for financial security, investment, a future purchase...[Read More]
How retirees are funding adventure and staying active on the road
21 August
After years of dedicated work, countless hours spent behind a desk, or on the road, retirement for many Australians marks the beginning of a new chapter. No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]
Aged pensioners to feel impact of asset test changes
20 August
Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]
Preparing for retirement: a blueprint for lasting health and happiness
14 August
Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life. Here are ten top tips to help you prepare: Stay Physically...[Read More]
The pursuit of wealth & the illusion of endless time
7 August
In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing. While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]
Understanding generational traits and financial advice needs: a guide to supporting every life stage
31 July
Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades....[Read More]
Health and wellbeing across the generations: how each age group can thrive
31 July
Health and wellbeing mean different things to different people—and those differences are often shaped by the era we were born into. Each generation faces its own physical, mental, and social challenges, but also has unique opportunities to...[Read More]
Generational attitudes toward property ownership and the importance of expert advice
31 July
Property ownership remains one of the most significant financial milestones in a person’s life. However, each generation brings its own values, challenges, and strategies to the table when it comes to buying, selling, or investing in...[Read More]
Top 5 dos and don’ts when seeking advice from a financial services professional
24 July
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]
The power of planning: why to-do lists and long-term goals improve your life
3 July
In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether it’s jotting down a few tasks on a sticky note each...[Read More]
Travelling with an older parent: creating lasting memories across generations
3 July
Travelling with an aging parent can be one of the most rewarding experiences you’ll ever have. Whether it’s a road trip along the coast, a countryside escape, or an overseas adventure, these shared moments can strengthen bonds, uncover family...[Read More]