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
Financial Literacy
Priority1 Federal Budget Report 2025-26
At 7:30pm on Tuesday 25 March 2025, the Treasurer, Jim Chalmers, released the Government’s 2025-26 Budget. The Treasurer identified five main Budget priorities: • Helping with the cost of living;
March 26, 2025
The Importance of Financial Literacy for Young Adults
Facing complex financial decisions, often without adequate knowledge, can be challenging for anyone, but particularly for young people. A recent government study found that 49% of 18-25 year olds lacked
February 11, 2025
UK State Pension Top-Up: What You Need to Know NOW
If you are a former UK resident now living in Australia, you may still be eligible for the UK State Pension. However, your entitlement depends on your National Insurance (NI)
February 4, 2025
The Rise of Digital Wallets… How Safe is Yours? Part 2
It’s Monday morning, and you’re running late. You skip breakfast, grab your phone, and head out the door. You head to the café and order your usual coffee with a
January 29, 2025
More volatile and constrained – the macro investment outlook for 2025
With thanks to Dr Shane Oliver Head of Investment Strategy and Chief Economist, AMP Key points Introduction 2024 saw another year of strong investment returns on the back of falling
January 20, 2025
The Rise of Digital Wallets… How Safe is Yours? Part 1
Digital wallets, like Apple Pay and Google Pay, along with mobile banking apps have fast become the go-to solution for making payments and managing money. Whether you’re paying for groceries,
January 13, 2025
Why do some believe the younger generation in Australia are worse off than baby boomers.
Why do some believe the younger generation in Australia are worse off than baby boomers. Young Australians today face many challenges that make them worse off compared to the Baby
November 4, 2024
When Life Changes, So Should Your Financial Goals
Marcus and Fleur, both in their 40s, led active, healthy lives with two teenage kids. Their financial plan was straightforward: work hard until their mid-50s, then retire at 60 and
November 1, 2024
The expensive gap between time in the market vs. timing the market
“Just keep swimming, just keep swimming.” Dory, Finding Nemo As volatility in markets continues to test investor resolve, we think all investors could learn something from Dory. This basic investment principle
October 5, 2024
Is your money mindset holding you back?
Does your Money Mindset have your back? Or… Is it holding you back? If you’ve never really thought about it, you’d be forgiven. When it comes to our financial success, we
September 19, 2024
Why super and growth assets like shares really are long term investments
With thanks to Dr Shane Oliver Head of Investment Strategy and Chief Economist, AMP Key points While growth assets like shares go through bouts of short-term underperformance versus bonds and
September 4, 2024