Retire right: why seeking financial advice matters

14 May

Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.  Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]

The move to aged care: navigating a stressful and rushed transition

30 April

For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse.  It’s a period marked by emotional strain, urgency, and confusion. The...[Read More]

Digital literacy in retirement: embracing tech in the golden years

23 April

In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees.    Far from being just “young people’s territory,” technology now plays a significant role in helping older adults stay...[Read More]

Living your best life in retirement: why professional advice matters

16 April

Retirement is an exciting new chapter—a time to prioritise health, passion, relationships, and personal growth.  Whether you’re planning adventurous travels, exploring hobbies, or giving back through volunteering, the key to enjoying a...[Read More]

Building a retirement bucket list: turning dreams into reality

9 April

Retirement marks the beginning of a new and exciting chapter—one that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those “one day” goals.    Creating a retirement bucket list is more than just a fun...[Read More]

The difference between bananas, stocks and bonds

9 April

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Managing finances and lifestyle activities during retirement

2 April

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

The top 5 international destinations retirees should have on their bucket list

26 March

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Staying steady: managing emotions and maintaining focus during market volatility

19 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.    Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]

Is a self-managed super fund right for you? Balancing flexibility with responsibility

19 March

Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[Read More]

Embracing your retirement journey: 10 heartfelt tips for a fulfilling future

12 March

Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.  However, it can also feel overwhelming,...[Read More]

The health and wellbeing benefits of walking every day

5 March

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]

Top 10 concerns of retirees and how financial planners can help

26 February

Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones.  However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]

Why is wellbeing important & what do we need to do to achieve it?

26 February

When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]

Understanding generational segments: lifestyles, financial needs, and technology expectations

19 February

Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences.  These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]