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]

A glass half full approach to wellbeing: five signs you’re doing better than you think

19 March

Wellbeing isn’t just about feeling happy all the time—it’s about developing resilience, security, and a positive outlook on life. A “glass half full” approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]

Visiting destinations to experience the world’s natural beauty

19 March

To experience the world’s natural beauty, landscapes, and untouched wilderness, you might consider visiting the following destinations, each offering a unique glimpse into Earth’s diverse and pristine environments.   Each of these destinations...[Read More]

Protecting your legacy: 10 reasons your family farm needs an insurance broker or adviser

19 March

Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood.  Protecting this invaluable asset requires expertise beyond basic insurance...[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]

Financial security: four essential steps to protect your future

12 March

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]

Market volatility: why time in the market beats timing the market

12 March

Share market volatility is a natural and inevitable aspect of investing.    While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed...[Read More]

Essential tips for the end of the tax year in the UK

12 March

As the 5 April tax deadline approaches, now is the time to review your finances and take advantage of available tax-saving opportunities.  A little planning now can help you keep more of your hard-earned money while ensuring you’re in the best...[Read More]

The advantages and disadvantages of buying off the plan

12 March

Buying property off the plan offers numerous benefits, but it also comes with some challenges.  This guide will explore the advantages and disadvantages to help you make an informed decision.   Advantages of Buying Off the Plan More Customisation...[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]

Building wealth with investment properties: the right strategy and insurance for success

5 March

For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[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]