Will You or Won’t You? And If You Don’t, Who Will?
“I don’t have enough assets to worry about a will.’ “I’m too young to think about estate planning.” “I’ll get around to it later.” Does this sound familiar? If so,
April 2, 2025
Estate Planning
Get 2024/25 off to a great start
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you are on track and on top of changes happening across tax
August 5, 2024
How to Ensure Your Savings Benefit Your Loved Ones
Most of us work hard to save for our retirement, and thanks to tax concessions and compulsory contributions, superannuation often forms a large part of retirement savings. But it’s essential
April 17, 2024
Next episode in our Financial Literacy Education Series has been released.
We are proud to announce the next episode in our general Financial Literacy Education Series is now available. Episode 14 – Key issues for 20-35 year olds. Click Here to
December 11, 2023
Breaking the silence: The challenges of being a carer
Caring for a loved one can be deeply fulfilling but brings its fair share of challenges too – as Laura discovered. When her mother Shelly had a stroke, she
November 21, 2023
Estate Planning is not just for retirement
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
August 15, 2023
Prepare for the unexpected
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or speak. David had been
February 16, 2023
New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 19, 2022
How valuable is your virtual life?
We all know that having a Will to protect our life’s assets is crucial, but what about our virtual life? Is our online presence classed as an asset? It most
November 25, 2022
Avoid an inheritance headache
It was the overwhelming silence that hit Judy, the first time she visited her family home after her mother’s passing, and with that thought, the slow, deepening realisation that she
August 19, 2022
Are you sacrificing your retirement for your adult children?
According to Finder.com, 44% of Australian parents feel the urge to subsidise their adult children’s lifestyles. Besides helping with expenses such as university fees, utilities bills, etc., as home ownership
March 16, 2022
Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid
With thanks to Dr Shane Oliver Head of Investment Strategy & Chief Economist AMP 2021 – another year of covid Just as 2020 was dominated by coronavirus so too was
December 16, 2021