Retirement
Salary sacrifice to maximise your take-home pay and pension
25 September
When it comes to preparing for retirement, many people focus on how much they’re contributing to their superannuation or pension. What often gets overlooked is how those contributions are made — and this is where salary sacrifice can play an...[Read More]
What does a comfortable retirement really look like?
25 September
When many people think about retirement, the first thing that comes to mind is money—how much is enough and whether the numbers will last. But while financial security is important, a truly comfortable retirement isn’t just about the balance...[Read More]
Entering aged care: navigating the emotional journey
25 September
Growing older is a natural part of life, but the transition into aged care can stir a wide range of emotions—both for individuals and their families. Beyond the practical considerations of health, housing, and support, there is an emotional...[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]
What is Aged Care and Why Seeking Advice Early Matters
28 August
As we age, our needs change — sometimes gradually, and sometimes unexpectedly. Aged care refers to the range of support services available to older Australians who need help with daily activities, personal care, health services, or accommodation...[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]
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]
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. Â No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]
Half of Australians anxious about retirement savings
25 September
Half of all Australians don’t feel particularly confident about their retirement finances and almost as many don’t have a post-work financial plan, three new reports show. Just 50 per cent of 2000 Australians surveyed in July said they felt...[Read More]
Preventing falls for those in or approaching aged care
18 September
Falls are one of the most common and serious health concerns for older adults, particularly those in or transitioning into aged care. They can lead to significant injuries, hospitalisation, a loss of independence, and even early entry into...[Read More]
Living a life without regrets
18 September
Over nine decades, valuable lessons that offer guidance for living a life with minimal regrets have been learned. These insights emphasise embracing life’s imperfections, staying true to oneself, and finding joy in everyday moments. One core...[Read More]
New crypto platform targets self-managed super funds
17 September
One of the world’s leading crypto exchanges has rolled out a platform for savers who want to invest their retirement assets in the volatile world of cryptocurrency. Seychelles-based OKX on Monday launched its platform for Australian self-managed...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
8 Ways to invest using an SMSF
11 September
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Trips of a lifetime: how to make travel truly memorable
11 September
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]