Insurance & risk management

24 February, 2025

Why your wealth plan should include life insurance even if you’re young and healthy

Most people see life insurance as something to think about later, but the best time to get it is when you’re young and healthy. The future is unpredictable, and a wealth plan should include protection at every stage.

8 January, 2025

About binding vs non-binding super beneficiary nominations

Everyone wants to protect their loved ones, especially should the unthinkable happen. If you’re considering binding or non-binding beneficiary nominations for your superannuation, it’s essential to understand the key differences and their implications.

29 October, 2024

Handling financial pressures with confidence

Life can change in an instant, bringing a wave of emotional upheaval and financial implications. No matter what you’re currently facing, handling financial pressures with confidence is something you’re more than capable of with the right tools and knowledge.

28 October, 2024

Keeping your wealth safe from scammers and hackers

A sophisticated email that mimics your bank’s notifications can compromise your entire savings with a single click. With financial scams and fraud on the rise, keeping your wealth safe from scammers and hackers is more important than ever.

15 May, 2024

Insights into superannuation distribution following death

Are you wondering about your superannuation after you’re gone? Here are our insights on the distribution process after death, including beneficiaries and tax implications, to ensure your assets are handled as you wish.

11 October, 2023

Financial decisions: should I pay off my mortgage first?

If you’ve ever daydreamed about a life without mortgage payments, you’re not alone. Owning your home outright is an Australian dream, and if you find yourself with extra dollars, the question naturally arises: “Should I pay off my mortgage first?”

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.

23 November, 2022

Rising home loan rates

You’ve probably heard the news about rising home loan rates and inflation. If you have a home loan or investment loan, you’re probably also watching the movements of the Reserve Bank closely.

16 November, 2022

Financial planning for life events

Life can throw us curveballs of the unexpected, but there are also many life events that we can anticipate and plan for. Here, we discuss financial planning for various life events.

1 November, 2022

How to protect yourself from scams

According to ScamWatch, there have been more than 160,000 financial scams reported to the Australian Competition and Consumer Commission this year alone – with a whopping $425 million lost to scams.