Lifespan
Retire with confidence – Lifetime annuities reimagined
17 October
With over 5 million Australians reaching retirement in the 2020s1, government legislative changes have enabled the emergence of a new era of lifetime annuities, offering more income, more choice, and more flexibility, designed to help enable you to...[Read More]
How does Australia’s pension system stack up?
10 October
Worldwide we are living longer, and population ageing is picking up pace. In 2020 the number of people aged 60 and older outnumbered children under 5 years. In 2022 around one in 10 people were aged 65 or older. This is expected to reach one in six...[Read More]
Financial advice – more than dollars and sense
10 October
When it comes to determining the value of a financial adviser, it comes down to more than dollars and cents. Numerous studies have shown that money is a relationship stressor, 33% of Australians find dealing with money stressful or overwhelming1,...[Read More]
Transition to Parental Leave
26 September
Parenthood marks a significant milestone in life, and like every crucial life event, it requires careful planning and preparation, especially when considering parental leave. Follow our suggestions and prepare to make your transition to parental...[Read More]
Super strategies
19 September
The recent release of the 2023 Intergenerational Report by Treasury demonstrates superannuation will play a key role in reducing reliance on the Age Pension and supporting the economy. The report anticipates that mandatory superannuation will lead...[Read More]
5 ways to save for your children’s education
19 September
A key financial priority for many of us is supporting the education of our children. We are lucky in Australia to have a strong education system, and whether you choose public, private or independent schooling or are looking at supporting their...[Read More]
Make sure love doesn’t cost you dearly
12 September
Technology is pervading almost every facet of our lives, including dating. Undoubtedly, online dating has its advantages, but its growth has brought with it a dark side. In 2021, 3.2 million Australians were using match-making apps, and these...[Read More]
Unlocking the Potential of Aged Pension and Superannuation Benefits
12 September
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so-called superannuation income streams. The Federal...[Read More]
Super strategies
5 September
The recent release of the 2023 Intergenerational Report by Treasury demonstrates superannuation will play a key role in reducing reliance on the Age Pension and supporting the economy. The report anticipates that mandatory superannuation will lead...[Read More]
How our habits change
5 September
When was the last time you paid in cash? It probably wouldn't surprise you that in 2022, only 13% of transactions were paid in cash, compared to 69% in 2007. Conversely, in 2007, 26% of transactions were by card, 15% by debit cards and 11% by...[Read More]
Empowering choices
5 September
UK-based AML/The Nursery Investor Index shows that even though investors feel they have an increased sense of control and opportunity, they are generally hesitant to make big changes to their portfolios. As professional financial advisers, we...[Read More]
Leaving behind an unusual 12 months
5 September
We have witnessed a situation in global share markets that has seemed to defy economic reality. The overarching theme is that global central banks have needed to aggressively hike interest rates to fight runaway inflation at a time of record...[Read More]
Estate planning is for everyone
5 September
Whilst growing your wealth is one part of a great financial plan, protecting your wealth in the event of your incapacity or death is just as important. Many people think that Estate Planning is only for people close to retirement, especially if...[Read More]
Why do expert predictions often miss the mark?
15 August
Predicting the future has been a favourite source of conversation for thousands of years. This is especially the case in investment markets where ‘expert’ predictions earn enormous coverage through the media and online. Unfortunately, thanks to...[Read More]
Preparing for retirement in uncertain times
15 August
As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors or even natural disasters. Uncertainty leads to volatility...[Read More]