Financial planning & goal setting

20 April, 2023

Caravanning in Australia after retirement – the best spots, dos and don’ts

Up for an adventure post-retirement? It’s time to hit the road. If caravanning in Australia after retirement sounds like a great way to wind down after a long and demanding career, then read on.

28 March, 2023

Defined benefit versus accumulation superannuation – What you should know

While defined benefit funds are no longer open to new members, some Aussies who are nearing retirement are members of those funds – and here we explain the difference between defined benefit plans and accumulation super funds.

14 March, 2023

Higher interest rates: selling assets to cover your costs

Rising interest rates continue to be a massive concern for many Australians. This is not just for homeowners, but everyone affected by the resultant increase in cost of living.

27 February, 2023

Paying off your mortgage faster

Successful property investment advice can yield significant returns. However, cost of living increases and rising interest rates necessitate a more focused approach when you’re trying to pay off your mortgage faster.

27 February, 2023

The superannuation downsizing limit has changed: what you should know

The change in superannuation downsizing limit is a key driver in helping older Aussies to boost their income in retirement. Here’s how the lower age limit can benefit your retirement.

13 February, 2023

Your next 10 years as an investor

We discuss what your next 10 years as an investor will look like as the rising cost of living and interest rates hikes change the overall market. Are the “good old days” a thing of the past?

13 February, 2023

Gifting assets during retirement

You’ve made it to retirement, you are probably more financially secure than ever and you’re feeling generous. But there are some considerations to make before gifting assets during retirement.

9 December, 2022

Investing in your 40s

Your 40s are a time for consolidation and future planning, so what are the best investing tips for your 40s? This decade is an important time, walk through some tips for investing best practice with us.

5 December, 2022

Budgeting for the holiday season

Want to avoid spending more than you should? Budgeting for the holiday season is a good way to ensure you still enjoy your holidays, but don’t start the new year in financial distress.

5 December, 2022

Rebuilding your finances after divorce

There is a lot to consider when a relationship breaks down, but rebuilding your finances after divorce and safeguarding your financial future should be somewhere near the top of the list.