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]

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]

Super concessions take biggest bite from the budget

18 December

Major cost-of-living measures aren’t on the cards in the federal budget update because of a $25 billion hit to the books, as data reveals new drags on the bottom line. The mid-year economic and fiscal outlook will show more than $16 billion in...[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 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]

What’s the difference between binding versus non-binding beneficiaries

5 December

When you buy life insurance, you usually do it with a specific goal in mind – like eliminating debts or providing for loved ones. So how do you make sure your money ends up in the right hands? Nominating a beneficiary with your insurer can...[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]

The benefits of financial planning and personalised strategies

21 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]

What is meant by “wellbeing” and how do we achieve it?

21 November

When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]

Changes to super to bolster transparency and quality

20 November

Older Australians will be able to use their retirement savings more effectively under a government push to improve the quality and transparency of superannuation. The federal government will improve resources on its financial advice website...[Read More]

Traveling abroad: essential dos and don’ts for a respectful and memorable journey

14 November

Travelling overseas is more than just a chance to see new places; it’s an invitation to step into worlds vastly different from our own. From Marrakech’s colourful markets to Tokyo’s bustling streets, each destination offers unique customs,...[Read More]

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]