Lifestyle
Approaching aged care: Navigating the emotions and the importance of seeking support
4 March
There are few life transitions as emotionally complex as approaching the need for aged care. Whether it arises gradually through declining health or suddenly after an unexpected event, the decision can feel overwhelming. For many individuals and...[Read More]
How a new generation of investors are teaching their parents about investing
25 February
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]
Navigating your next adventure with ease – a checklist for your next road trip
25 February
Planning a road trip can be an exciting adventure, offering a unique blend of freedom, discovery, and bonding opportunities. Whether you’re exploring familiar landscapes or venturing into unknown territories, preparation is key to ensuring a...[Read More]
Spin the globe: A mystery itinerary for the curious, retired traveller
11 February
Retirement brings with it a rare luxury: time without deadlines, mornings without alarms, and the freedom to say yes to curiosity. This itinerary begins not with a booking engine or a checklist, but with a simple ritual. Place your hands on a globe....[Read More]
Aged care isn’t just about care: What families need to know before it’s urgent
11 February
Aged care is a broad term used to describe the support and services provided to older Australians who need help with everyday living as they age. This can range from basic assistance at home—such as cleaning, meals, and transport—through to...[Read More]
Tips on teaching your kids about investment
11 February
How to Teach Your Kids About Investment As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the...[Read More]
Spin the globe: A couple’s guide to travelling slowly, deeply, and together
28 January
There’s a moment that happens when you travel as a couple — usually somewhere between packing bags and boarding a plane — where you realise this trip isn’t really about the destination at all. It’s about time. Time away from routines,...[Read More]
5 Tips for communicating with senior family members
21 January
Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]
Time, money and meaning: Rethinking what wealth really is
14 January
Ask ten people what wealth means and you’ll likely get ten different answers. For some, it’s a certain number in the bank, a paid-off home, or the freedom to stop worrying about bills. For others, it’s less tangible — time, health,...[Read More]
Financial freedom comes from disciplined planning, timely investments, and wise decision-making
14 January
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]
Financial security: four key strategies to safeguard your financial future
31 December
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster means...[Read More]
The gift of trust: How talking about us strengthens our business and community
3 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
The 12 days of Christmas: A goals-based approach to financial planning
3 December
The festive season is traditionally a time of celebration, generosity, and reflection. But it’s also the perfect opportunity to pause and assess our financial wellbeing. As the year draws to a close, many of us think about what we hope to...[Read More]
UK announces new tax on expensive homes from 2028
3 December
The United Kingdom has announced a new annual tax on the most expensive homes. The surcharge will apply to residential properties worth more than two million pounds and is expected to raise 400 million pounds in 2029-30, according to estimates from...[Read More]
Appreciating our partnerships: Thank you for being part of our year
26 November
As the year draws to a close, we want to extend our sincere appreciation to you – our valued clients. The festive season is a wonderful time to reflect on the relationships and partnerships that have shaped our year, and we are truly grateful...[Read More]