Retirement
3 Ways Retirement is Changing
9 September
If you’re in your thirties or forties today, there’s a good chance your life looks pretty different to that of your parents at the same age. We’re doing everything later; from moving out of home to getting married and buying our first home,...[Read More]
Living a Life Without Regrets: Wisdom from Nine Decades
5 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]
Unlocking Financial Freedom: The Power of Early Saving and Investing
5 September
Starting to save and invest as early as possible is one of the most effective strategies for building long-term wealth and financial security. The key is to consistently set aside even small amounts of money and invest them wisely, allowing you to...[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]
Slow progress on unpaid super sparks calls for action
29 August
Australian workers are still missing out on billions in unpaid super each year, with the average affected worker left $30,000 worse off at retirement. Affecting nearly one in four workers – particularly younger people, women in low-paid...[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]
4 Factors that Affect Your Investments
12 August
Saving and investing are about your goals. Maybe you’re dreaming of a new car, getting your foot on the property ladder, or taking an overseas holiday. Whatever it is, you’ll need money to achieve it. It’s important to have a solid...[Read More]
Is Investing the Best Way to Grow Your Savings?
12 August
51% of Aussies hold investments in addition to their home and super fund*, and are using these investments as a way to grow wealth, save for a house deposit, or diversify their assets. But it pays to do your research, understand the different...[Read More]
5 Ways to Save During Cost-of-Living Crunch
12 August
It looks unlikely that the Reserve Bank of Australia (RBA) will cut interest rates before Christmas after keeping them on hold at 4.35 percent on Tuesday, August 6th, 2024*. While current interest rates are seeing Aussies pay more for their...[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]
Know the difference between binding versus non-binding beneficiaries
8 August
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]
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]