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Debt recycling explainer: Turning debt into wealth
1 October
For most people, debt feels like a weight to get rid of as quickly as possible. Paying off the mortgage or other personal debt is often seen as the ultimate financial goal. But there’s a strategy called debt recycling that flips the script:...[Read More]
Hot topics in commercial property and the importance of advice
24 September
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
What does a comfortable retirement really look like?
24 September
When many people think about retirement, the first thing that comes to mind is money—how much is enough and whether the numbers will last. But while financial security is important, a truly comfortable retirement isn’t just about the balance...[Read More]
Entering aged care: navigating the emotional journey
24 September
Growing older is a natural part of life, but the transition into aged care can stir a wide range of emotions—both for individuals and their families. Beyond the practical considerations of health, housing, and support, there is an emotional...[Read More]
Key benefits of making walking a regular part of your routine
24 September
Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being. Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]
Clearing the clutter: A step by step guide to organising your space
24 September
Cleaning up and organising your living area may seem daunting. However, by embracing these nine straightforward principles, you can cultivate an orderly and serene environment. Seek Inspiration Find your muse in decluttering champions like Marie...[Read More]
Is ethical investing a no brainer? 5 Questions to ask your financial adviser
17 September
Ethical investing—also referred to as sustainable, socially responsible, or ESG (Environmental, Social, and Governance) investing—has grown rapidly over the past decade. More investors are seeking to align their portfolios with their personal...[Read More]
Preventing falls for those in or approaching aged care
17 September
Falls are one of the most common and serious health concerns for older adults, particularly those in or transitioning into aged care. They can lead to significant injuries, hospitalisation, a loss of independence, and even early entry into...[Read More]
Living a life without regrets
17 September
Over nine decades, valuable lessons that offer guidance for living a life with minimal regrets have been learned. These insights emphasise embracing life’s imperfections, staying true to oneself, and finding joy in everyday moments. One core...[Read More]
How to approach wealth transfer and estate planning: key considerations
10 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
Investor profiles: the key to smarter financial decisions
10 September
When it comes to investing, one size does not fit all. Every investor has unique goals, financial circumstances, and risk tolerances. This is where investor profiles come in. An investor profile is a structured assessment of a person’s financial...[Read More]
Trips of a lifetime: how to make travel truly memorable
10 September
Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]
Foundations of Investing: Principles, Profiles, and the Value of Advice
3 September
At its core, investment is the act of allocating resources—typically money—with the expectation of generating a return in the future. The fundamental principles guiding investment include risk and return, diversification, time horizon, and...[Read More]
Estate planning, powers of attorney and advance care directives: why legal advice matters
20 August
Estate planning is often thought of as something reserved for the wealthy, but the reality is that everyone can benefit from having a plan in place. At its core, estate planning is about making sure your wishes are respected, your loved ones are...[Read More]
Preparing for retirement: a blueprint for lasting health and happiness
13 August
Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life. Here are ten top tips to help you prepare: Stay Physically...[Read More]
