Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office
According to the ACCC’s Scamwatch statistics, Australians reported a total of $568.6 Million lost to scams in 2022, which makes for big business for scammers, and a cause for
Found yourself separated and suddenly single later in life? Life often has different plans for us than we may have imagined. Life after divorce (or separation) might bring with
Dolly Parton once said, ‘Don’t get so busy making a living that you forget to make a life’… And we couldn’t imagine a sentence that more perfectly sums up the
Many business owners make the mistake of ignoring superannuation in preference for re-investing spare funds in their business, hoping they can then sell at a premium when it comes time
25 October 2022 This year’s Federal Budget focuses on providing relief for those with children, homebuyers and social security recipients whilst maintaining pre-election commitments. Note: These changes are proposals only
From psychedelic drugs and the birth of rock and roll in the sixties to the sexual revolution and female equality of the seventies through to the rapid up take
To downsize or not to downsize is the question facing many home-owning Australians in the lead up to or in their retirement years. And the answer is… it depends. There
At the beginning of 2022 the Australian economy appeared to be sliding into recession, dragged down by higher interest rates and even higher inflation levels. As a result, it
While retirement should be the best years of your life, many Australians make simple, avoidable mistakes with their finances that can leave them dependent on the age pension and without
Investment and portfolio building has traditionally been a male-dominated world, but these days more women are trading on the market – and they’re good at it! According to an ASX
Changes to super contribution rules from 1 July may create a great opportunity to revisit your savings and super contribution strategies. The changes may create new or enhanced options to