Digital Assets & Your Estate Plan
Why Your Online Life Needs Planning Too Much of modern life now exists online. From banking and investments to photos, emails and social media, your digital presence forms a significant
February 24, 2026
Estate Planning
Modern Estate Planning: What Today’s Families Need to Know
Estate planning is no longer just about writing a will. As families become more diverse, people live longer, and our lives become increasingly digital and global, the way Australians plan
February 17, 2026
Estate planning for blended families – proceed with care
Estate planning can be difficult and stressful, but for blended families there’s an added overlay of complexity. According to the community demographic website, profile.id.com.au, as of 2021, blended- and step-families
July 9, 2025
Planning for the Inevitable
Dying is not something we like to think about but a bit of pre-planning can save a lot of heartache for those we leave behind. Here are three important
April 22, 2025
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
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