Retirement
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
3 July
Travelling with an aging parent can be one of the most rewarding experiences you’ll ever have. Whether it’s a road trip along the coast, a countryside escape, or an overseas adventure, these shared moments can strengthen bonds, uncover family...[Read More]
The fate of collectibles: treasures, memories, and the generational shift
26 June
Collecting is an act of love, one rooted in nostalgia, identity, and a desire to preserve the past. For many Baby Boomers, collections of antiques, vintage glassware, and memorabilia from the 1950s and 60s are not only cherished possessions but also...[Read More]
The importance of making a will
26 June
As we journey through life, planning for the future becomes increasingly important. Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]
International destinations retirees should have on their bucket list
19 June
If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]
Retirees working past the age of 70: what to consider
29 May
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]