Money

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]

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]

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]

Achieving your big picture with the guidance of a financial adviser

25 September

From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future. Others may picture a...[Read More]

3 Helpful tips to grow your superannuation

21 August

Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[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]

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]

Using a trust in estate planning: a smart move for the future

24 July

Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a...[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]

Top 5 dos and don’ts when seeking advice from a financial services professional