Blog

Planning for the future isn’t just about financial security; it’s about ensuring that your personal, legal, and healthcare wishes are respected. Many Australians delay making crucial legal estate planning documents such as a Power of Attorney, Enduring Guardianship, Advanced Directive, or Will – some due to the morbid nature of this sort of planning, others […]

Having an Aged Care Conversation with your loved ones is tough, but there are a number of important steps you can take to ensure it’s a caring and productive one… The festive season is a time of year when you may notice for the first time a decline in a loved one’s wellbeing. If that

The festive season is a time for reflection, connection, and generosity. While giving to those in need is inherently rewarding, many Australians may not realise the financial benefits charitable donations can bring. From tax deductions to reduced capital gains tax (CGT) liabilities, there are strategic ways to give back while bolstering your financial wellbeing. Here’s

As we age, our needs change – healthcare, social, financial and more – and housing is no different. This is where downsizing may come in… Downsizing means moving from a larger home to a smaller, more manageable one that better suits changing needs as we age. It’s a popular consideration for Australians in retirement planning,

The recent US election outcome has already made waves, sparking discussions around the impact on international markets and potential changes in economic policies. With Kamala Harris representing the Democrats and Donald Trump standing for the Republicans, the implications of a win for either candidate would carry potential ripples across international markets. Now that we know

Understanding and Safeguarding Against Scams in Australia If you’ve had your eye on the news recently, you’ll know that scams are a growing concern in Australia, impacting people from all walks of life and often costing victims their savings. With scammers becoming increasingly sophisticated, it’s essential to stay informed about the various tactics they use

In today’s volatile financial landscape, having a trusted financial adviser is more than just about understanding numbers and investments—it’s about receiving guidance for the emotional and psychological aspects of money. Events like the COVID-19 pandemic, the Ukraine crisis, rising interest rates, and market volatility can make financial decision-making stressful and overwhelming. For many people, emotions

Many Australians have life insurance through their superannuation fund without fully understanding the coverage or its limitations. While having life, total and permanent disability (TPD), and income protection insurance within your super fund can provide peace of mind, it may not always meet your specific needs and could leave you caught short in the event

Please note the date for these changes to take effect has been moved from 1 July 2025 to 1 November 2025.   Are you navigating the aged care system for yourself or a loved one? Incoming reforms may impact the amount you’ll pay to access residential care and home care services… The Aged Care Bill,

Supporting Your Adult Children into the Housing Market The dream of owning a home in Australia, particularly in cities like Sydney and Melbourne, has become increasingly challenging due to soaring property prices. That has led to many young adults around the country going to “the bank of mum and dad” for assistance getting into the