Exclusive
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Understanding estate planning and key legal tools: why legal advice is essential
30 January
Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death. It goes beyond simply writing a will; it involves making key decisions about property...[Read More]
Estate planning: living your best life without regrets
16 January
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]
Starting a business after retirement: turn your passion into profit
9 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Financial New Year Resolutions to make in 2025
2 January
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]
Estate planning: preparing for life’s uncertainties
26 December
Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances. The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]
Journeys of a lifetime: how to make travel truly memorable
26 December
Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]
Achieving your big picture
19 December
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]
Legal support for the elderly: a vital resource for aging with dignity
12 December
As individuals age, they face unique legal challenges that can impact their quality of life, independence, and financial security. Elder law, an emerging area of legal practice, is dedicated to addressing these challenges and providing tailored...[Read More]
How to thrive despite high inflation
12 December
The cost of living continues to rise, and many are feeling the pinch. However, there are ways to navigate and adapt to this challenging financial landscape. If you’re looking for practical solutions and workarounds to help you tackle higher...[Read More]
How to plan for retirement in the modern world
12 December
To prepare for retirement, there’s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]
Bridging the gap between old-school values and modern digital thinking
5 December
The rapid evolution of the digital world has created a cultural and generational rift, where traditional values rooted in face-to-face interactions and personal connections often clash with today’s fast-paced, technology-driven norms. This...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]