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Top 7 signs you are ready to retire
16 July
Retirement is one of life’s biggest financial and personal transitions. While many people focus on reaching a particular age, being ready to retire involves much more than simply qualifying to access superannuation or receiving the Age Pension. A...[Read More]
Cyber awareness in everyday life: Five ways to avoid being scammed
16 July
Our everyday lives are increasingly managed online. We receive bills by email, banking alerts by text, delivery updates and payment requests through apps and websites. These services are convenient, but they also give scammers more opportunities to...[Read More]
The best and worst ways to live alongside your neighbours
16 July
A good home is about more than the building, the backyard or the location. The people living around you can have a major influence on how comfortable, secure and enjoyable your neighbourhood feels. When neighbours communicate, show consideration...[Read More]
Perception of wealth: The importance of holistic well-being in defining prosperity
16 July
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
How to plan for retirement and start the journey with confidence
11 June
Retirement is not just a date on the calendar. It is a major life transition that affects your finances, routine, relationships, health, mindset and sense of purpose. For many people, the hardest part is not deciding whether they want to stop...[Read More]
Seven steps to feeling financially secure
25 June
Financial security is often associated with being wealthy, owning valuable assets or having a large retirement balance. While money and assets can provide important protection, genuine financial security is also a state of mind. It is the feeling...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
The first money conversations every couple should have
2 July
Getting married or moving in together is an exciting step. It is about love, commitment, shared plans and building a life together. But it is also a time when two financial worlds often come together. Different spending habits, savings goals, debts,...[Read More]
Estate planning: the good, the bad and the ugly
18 June
Estate planning is one of those topics many people know is important, but often put off. It can feel uncomfortable, complicated or something to “deal with later”. Yet a well-structured estate plan can be one of the greatest gifts you leave...[Read More]
Aged care conversations every family should have
2 July
Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing...[Read More]
Your home: 7 ways to increase its value and enjoy it more
18 June
Your home is more than bricks, mortar, paint and flooring. It is the place where life happens. It is where families gather, memories are made, visitors are welcomed, and everyday routines unfold. For many people, their home is also one of their...[Read More]
Aged Care: The emotional and financial decisions families often overlook
18 June
Aged care is one of the most important conversations a family can have, yet it is also one of the easiest to delay. Many families only begin thinking seriously about aged care when there is a health event, a fall, a hospital admission, or a...[Read More]
How to feel more self-sufficient at home
11 June
There is something deeply rewarding about knowing your home can do more than simply provide shelter. A self-sufficient home gives you a greater sense of control, comfort and confidence. It does not mean living completely off-grid, growing every meal...[Read More]
Rule of seven: An investor’s compass
11 June
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]