While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
While generosity is often driven by personal convictions, it does not exist in isolation from financial systems. Tax-efficient gifting and philanthropy offer a way to contribute meaningfully while also supporting long-term financial goals when structured and timed well.
Sales and tax planning will be front of mind for many right now, but making EOFY work for bigger financial goals means stepping back to reassess your personal or business financial strategy-and deciding whether it still reflects where you want to go long term.
If you have ever had an interest in the arts or wished you had more time, you will now that you’re in retirement. These pursuits support cognitive health, social connection, and offer a sense of fulfilment. Here are some thoughts about music, museums and theatre.
While most Australians concentrate on building their superannuation, fewer are prepared for the transition from the accumulation to the retirement phase. Planning for it can make a significant difference to the income and flexibility you enjoy in later life.
Young workers starting their first job can find the excitement of earning an income dulled by the overwhelm around choosing a superannuation fund. For parents wanting to help them navigate this phase, there are a few important points to consider.
Saving a typical 20% deposit can require setting aside hundreds of thousands of dollars, while still managing everyday expenses. Even high-income earners can find it out of reach. That’s why many buyers are now using a family guarantee to purchase a house.
You probably know at least one person who is planning on using their property investment to fully fund their retirement. However, after paying council rates, land tax, insurance, repairs and maintenance – will enough income be left for a comfortable life?
In the latest market update, Chris Willaton (Chief Investment Officer at Akambo) and Graeme Quinlan (Head of the First Financial Investment Committee) provide insights into recent market fluctuations and their implications for investors.
Movement is essential to your health, wellbeing and longevity. Outdoor adventures and exercise for an active retirement offer great benefits, with fresh air doing as much for the mind as physical activity does for the body. Here are a few ideas to get you started.
