New thinking about the concept of being wealthy

14 November

Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]

Empowering Aging Parents: A Guide to Navigating Technology and Avoiding Scams

7 November

Supporting aging parents with technology is essential as it helps them stay connected, access resources, and remain safe online.  Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]

What is the difference between shares and bananas?

7 November

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Retirement withdrawal – lump sum or income stream

6 November

The difference between a lump sum withdrawal of super and a retirement income stream, and the tax consequences.   Choose a lump sum or income stream When you meet the retirement condition of release, you can usually choose to withdraw your...[Read More]

Some tips to help grow your superannuation

31 October

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]

Managing your future: the importance of making a will

24 October

As we journey through life, planning for the future becomes increasingly important.  Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]

The Value of Seeking Financial Advisers: Long-Term Success through Expertise

19 September

Financial planning is a journey that requires patience, discipline, and strategic thinking. While many investors are tempted by the allure of quick profits, the value of working with a Financial Adviser lies in their ability to help clients maintain...[Read More]

Thriving in Retirement: A Blueprint for Lasting Health and Happiness.

29 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]

10 Strategies for staying upbeat and productive (and what to avoid)

22 August

Here are the top 10 things to do to stay positive and productive, along with the top 10 things to avoid falling into negativity or becoming non-productive:   Firstly, here are the top 10 Things to Do to Stay Positive and Productive: Practice...[Read More]

Why Time Is Wealth

22 August

If you were to choose between money and time, which option would you go for? For some, the answer is easy: it’s money. The reason, of course, is that people measure one’s level of success and wealth by the size of one’s bank account, number of...[Read More]

Crafting a Happy Retirement: Personalised Planning and Essential Tips for a Fulfilling Future

15 August

A happy retirement is a deeply personal and varied concept, reflecting the diverse aspirations, values, and lifestyle preferences of individuals. For some, retirement might mean the freedom to travel the world and explore new cultures and...[Read More]

Steps to go through for an early retirement

8 August

The idea of exiting the workforce ahead of schedule to travel the world, launch a passion project, establish a small business, engage in volunteer work, or simply enjoy life, is enticing for many. However, it’s crucial to note that planning for an...[Read More]

Three essential insights for effective financial planning

1 August

As clients seeking financial guidance and planning services, we play a crucial role in ensuring a successful partnership with our financial planners. Here are three essential insights from our perspective to enhance our collaboration with financial...[Read More]

Half of under-40s expect to help parents in retirement

1 August

Many retirees worry they will chew through all their savings and those fears could be chilling conversations about transferring wealth down to their children, a survey by AMP has found. Young people are reluctant to bring up the topic of...[Read More]

Planning for retirement in the modern world

25 July

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]