Articles

Perspectives, tips, commentary, and insights from our team.

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Financial planning for a life well-lived

We explore strategies that can assist in balancing financial security with lifestyle, helping you live a rewarding retirement.

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Navigating the realities of grey divorce

Adjusting to life after divorce, particularly later in life, is akin to navigating through some of life’s most challenging events. So, how we manage this period can significantly impact our recovery.

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Introducing kids to their Super power

We look at ways you can transform superannuation from a puzzling concept into a super exciting part of your child’s financial education.

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How much do I need to retire in Australia?

One of the most frequently asked questions is, ‘How much do I need to retire?’. No magic number fits everyone, as it depends on your circumstances and what you want from life when you retire.

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5 Estate planning lessons from Game of Thrones

While dragons, knights, and medieval intrigue might seem far removed from our modern lives, the Targaryens’ complex family dynamics and political manoeuvres offer surprising parallels to estate planning challenges.

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Do you know the financial impact of illness?

The latest ‘Cost of Care’ report has revealed the financial burden of illness, costing some Australians millions of dollars.

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Busting some retirement spending myths

Despite common myths, most retirees can afford to enjoy a higher standard of living by drawing on their assets, rather than just their income.

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5 expensive mistakes you may be making without realising

Do you have big goals for your future, like buying property or retiring early? A good place to start is being mindful about your spending to get ahead with saving and investing.

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Do you need more than workers’ compensation?

While workers’ compensation provides essential support for work-related injuries, integrating Income Protection into your financial safety net ensures continuous income coverage for both work and non-work-related incidents.

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Your roadmap to retiring young

The freedom to live on your own terms, doing what you want, when you want, is undeniably appealing, but is it attainable? We say yes!

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Five Step Super Health Check

We provide five steps you can complete to check your super. 

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The pros and cons of renting for life

The traditional Australian dream of owning a family home with a spacious backyard is evolving, as modern values and global influences lead many to choose the flexibility of renting and the freedom of a nomadic lifestyle over the stability of homeownership.

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