Retirement
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.Ā Ā 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
20 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
13 March
Approaching retirement can stir a mixture of excitement and anxiety. Itās a significant milestoneāfilled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.Ā However, it can also feel overwhelming,...[Read More]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyoneās career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.Ā While some may view redundancy as a setback, others may see it as...[Read More]
The health and wellbeing benefits of walking every day
6 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.Ā Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]
Smart ways to invest using an SMSF
6 March
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.Ā To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapterāone filled with opportunities for relaxation, travel, and spending time with loved ones.Ā 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?
27 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
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences.Ā These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through lifeās stages
13 February
Financial advice isnāt a one-size-fits-all solution; it evolves as you progress through different stages of life.Ā Whether youāre just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey.Ā Whether itās starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.Ā Navigating these transitions while maintaining a...[Read More]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment.Ā While the unpredictability of the market can cause anxiety, itās essential to understand that volatility...[Read More]
Understanding estate planning and key legal tools: why legal advice is essential
30 January
Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.Ā It goes beyond simply writing a will; it involves making key decisions about property...[Read More]
Estate planning: living your best life without regrets
16 January
As you approach the golden years, itās essential to not only enjoy the life youāve built but also to plan wisely for the legacy you leave behind.Ā Estate planning is not merely about drafting a will or dividing assets; itās about ensuring...[Read More]
Starting a business after retirement: turn your passion into profit
9 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, itās not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]