Retirement
The right Financial Adviser, can optimise your investments and ensure a secure financial future
8 October
Navigating the complex financial landscape is challenging. However, with the right Financial Adviser, you can optimise your investments and ensure a secure financial future. By understanding how clients often perceive missteps in their...[Read More]
The richest retirement years are measured in moments – Part 3
8 October
When Retirement Becomes About People, Purpose and LegacyYears after leaving work, the couple looked back at the retirement plans they had once carefully written.Some had happened exactly as expected.Others had changed completely.There had been...[Read More]
Retirement is the beginning: Six slow weeks in Georgia
8 October
Retirement changes the way you travel.For years, holidays may have been squeezed between work commitments, school calendars and responsibilities waiting at home. Two weeks disappeared in a flash. Three weeks felt indulgent. Every itinerary seemed to...[Read More]
Superannuation: the earlier you understand and engage with your super, the greater the benefits of time and compound interest
8 October
Superannuation is one of the most powerful tools Australians have to build long-term financial security. Yet, for many young people, it remains out of sight and out of mind. They may see it as something for “future them” to worry about —...[Read More]
When Retirement Starts to Feel Like Living; Finding the Rhythm of a Life with More Time – Part 2
1 October
A year into retirement, something had changed.The novelty of waking without an alarm had faded. The long-awaited holiday had been taken. The jobs around the house that had accumulated over twenty years were slowly disappearing from the...[Read More]
The difference between a conventional superannuation and a self-managed super fund (SMSF)
1 October
Superannuation is an essential part of planning for retirement in Australia. For most people, it quietly grows in the background through employer contributions and investment earnings. But did you know there’s more than one way to manage your...[Read More]
Turning retirement dreams into a plan; The life we’ve been working towards – Part 1
24 September
For years, retirement can feel like something waiting somewhere in the distance. There are careers to build, mortgages to pay, children to raise and countless everyday commitments competing for attention. Then, almost unexpectedly, the conversation...[Read More]
Life after business: What do you want your exit to look like?
24 September
For many business owners, the business becomes far more than a source of income.It becomes part of your identity.It may have shaped your daily routine for 10, 20 or even 40 years. It may have supported your family, employed people in your community,...[Read More]
7 things retirees wish they had considered in their 40s and 50s
17 September
Retirement often feels a long way off when you are in your 40s and even your early 50s. Life is busy, mortgages are still being paid, children may still be at home, careers are demanding, and there always seems to be another financial priority...[Read More]
Aged care is about more than care — It’s about how you want to live
17 September
For many people, the words “aged care” immediately bring to mind thoughts of nursing homes, medical appointments and losing independence. But aged care can be about something much broader. It can be about staying connected, feeling safe,...[Read More]
Superannuation: 7 reasons you should care more about your future wealth
10 September
Superannuation can be easy to overlook. For many Australians, it simply appears as another line on a payslip — money being set aside for a future that may still feel a long way away. But over time, superannuation has the potential to become one...[Read More]
7 Goals that can shape a fulfilling retirement
10 September
Retirement means different things to different people. For some, it is the chance to travel, spend more time with family or finally pursue hobbies that were pushed aside during a busy working life. For others, it is about slowing down, enjoying...[Read More]
Estate planning: When should you start, and what happens next?
10 September
Estate planning is something many people put off, often because it feels like an issue for later in life. In reality, estate planning is less about age and more about making sure the people, assets and responsibilities that matter to you are...[Read More]
Small-business owners, women worried about golden years
2 September
Almost three million Australians are expected to retire over the next decade, but not everyone is heading toward their golden years with confidence.Many are still thinking about their “number” – the preferred size of their superannuation pot...[Read More]
Caring for ageing parents: Why planning and advice matter
27 August
Caring for an ageing parent can be one of the most important roles you ever take on. It can also become one of the most complicated.For many families, it doesn’t happen overnight. It starts with helping Mum with shopping, taking Dad to a medical...[Read More]