Retirement
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 suddenlyâprompted by a health crisis, a fall, or the loss of a spouse. Itâs 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 todayâs fast-paced world, digital literacy has become a vital skill for people of all agesâincluding retirees.  Far from being just âyoung peopleâs territory,â 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 chapterâa time to prioritise health, passion, relationships, and personal growth. Whether youâre 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 chapterâone that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those âone dayâ 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 youâre an Australian or British retiree, retirement is the perfect time to travel the world and explore the places youâve 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. Itâs a significant milestoneâfilled 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 chapterâone 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]