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End of Financial Year: a time for reflection and new opportunity

12 June

Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin.  While for some, it...[Read More]

What is ethical investing, how do I do it?

12 June

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay. People have become...[Read More]

The top 5 places to visit in Australia for retirees

12 June

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Teaching kids about money at different stages in their lives

12 June

It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]

Protecting your future: the importance of life and income insurance and the value of qualified advice

12 June

When we think about financial planning, we often focus on budgeting, investing, and saving for retirement. But what about protecting the very income that allows us to build those savings in the first place?  Life and income protection insurance are...[Read More]

EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year

5 June

As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]

What is the right amount of life insurance coverage: the role of a financial adviser

5 June

Life insurance is a crucial financial tool designed to provide financial security to your loved ones in the event of your passing.  However, determining the right amount of coverage can be challenging, as it depends on various factors such as...[Read More]

What’s your “big picture” ?

29 May

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

End of financial year tax and super strategies: what you need to know

29 May

As the end of the financial year (EOFY) approaches, it’s an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective...[Read More]

Retirees working past the age of 70: what to consider

29 May

With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70.  Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]

Find your next adventure: how to choose a destination, stay on budget & get inspired

29 May

Travel offers a chance to reset, recharge, and reconnect with nature, culture, and the people you love. But with so many incredible places to go and limited time or money, choosing where to go can feel overwhelming. Finding the right destination...[Read More]

Keeping busy in retirement: top 10 ideas for the 70+ age group (especially for those who are single or widowed)

29 May

Retirement can be a fulfilling and enriching stage of life, even more so when it’s approached with purpose and creativity. For those over 70 who are single, whether by choice, separation, or the loss of a life partner, keeping active, socially...[Read More]

Recognising and responding to elder abuse: a community responsibility

29 May

Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect.  The reality is that...[Read More]

Securing peace of mind: the comfort of life insurance

29 May

Life insurance is often perceived as a rather morbid necessity—an acknowledgment of mortality that many prefer to defer.    However, its value extends beyond mere financial security; it encompasses emotional and psychological comfort for both...[Read More]

Navigating market volatility: smart tips for long-term investors

22 May

Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normal—and often necessary—part of...[Read More]