Retirement

Time, money and meaning: Rethinking what wealth really is

15 January

Ask ten people what wealth means and you’ll likely get ten different answers. For some, it’s a certain number in the bank, a paid-off home, or the freedom to stop worrying about bills. For others, it’s less tangible — time, health,...[Read More]

Nearly two in five Aussies fear retirement out of reach

10 December

Nearly two in every five Australians fear they will not be able to retire, as housing prices and day-to-day costs grind higher, new data shows. Roughly 38 per cent of Australian superannuation members have that worry, up from 28 per cent in 2024,...[Read More]

Super needed for retirement diverges due to home status

10 December

The amount of superannuation needed for different groups to retire, as projected by Super Consumers Australia: * Single homeowner needs $74,000 for a modest retirement spending $32,000 per year, with the rest (91 per cent) supplemented by the age...[Read More]

The gift of trust: How talking about us strengthens our business and community

4 December

Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]

How retirees are funding adventure and staying active on the road

21 August

After years of dedicated work, countless hours spent behind a desk, or on the road, retirement for many Australians marks the beginning of a new chapter. No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]

Aged pensioners to feel impact of asset test changes

20 August

Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]

Preparing for retirement: a blueprint for lasting health and happiness

14 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life. Here are ten top tips to help you prepare: Stay Physically...[Read More]

Navigating farm succession: how legal advice can help families transition smoothly

14 August

For many farming families, the land is more than just a place of work – it’s home, heritage, and legacy. But when it comes time to pass the baton to the next generation, the process can quickly become complicated, especially if not all children...[Read More]

The pursuit of wealth & the illusion of endless time

7 August

In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing. While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]

Understanding generational traits and financial advice needs: a guide to supporting every life stage

31 July

Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades....[Read More]

Health and wellbeing across the generations: how each age group can thrive

31 July

Health and wellbeing mean different things to different people—and those differences are often shaped by the era we were born into. Each generation faces its own physical, mental, and social challenges, but also has unique opportunities to...[Read More]

Top 5 dos and don’ts when seeking advice from a financial services professional

24 July

Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]

The debt burden stalking Aussies in retirement

23 July

More and more Australians are delaying retirement as the dream of home ownership becomes a nightmare at the end of their working life. The number owning their home outright has halved in the past 20 years, census data shows, while the proportion of...[Read More]

The power of planning: why to-do lists and long-term goals improve your life

3 July

In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether it’s jotting down a few tasks on a sticky note each...[Read More]

Travelling with an older parent: creating lasting memories across generations