The importance of seeking advice from your insurance adviser

5 December

Business insurance is more than a protective buffer—it is a critical long-term strategic decision that directly influences the sustainability and success of a business.  The potential loss of productive assets such as premises, machinery, stock,...[Read More]

Best ways to finance your renovation

5 December

Considering a renovation? You’re not alone! Home renovations are a popular way to enhance your living space, boost property value, or adapt to life changes.  However, financing such projects can take time and effort.  Here’s a guide to some of...[Read More]

What’s the difference between binding versus non-binding beneficiaries

5 December

When you buy life insurance, you usually do it with a specific goal in mind – like eliminating debts or providing for loved ones. So how do you make sure your money ends up in the right hands? Nominating a beneficiary with your insurer can...[Read More]

Call for super funds to pump gas giants for change

4 December

Some of the nation’s largest superannuation funds have been accused of failing to use their influence over oil and gas companies to maximise shareholder value and safeguard retirement savings. Fossil fuel giants Woodside Energy and Santos have...[Read More]

The benefits of financial planning and personalised strategies

28 November

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as...[Read More]

The benefits of financial planning and personalised strategies

21 November

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as...[Read More]

Changes to super to bolster transparency and quality

21 November

Older Australians will be able to use their retirement savings more effectively under a government push to improve the quality and transparency of superannuation. The federal government will improve resources on its financial advice website...[Read More]

Traveling abroad: essential dos and don’ts for a respectful and memorable journey

14 November

Travelling overseas is more than just a chance to see new places; it’s an invitation to step into worlds vastly different from our own. From Marrakech’s colourful markets to Tokyo’s bustling streets, each destination offers unique customs,...[Read More]

New thinking about the concept of being wealthy

14 November

Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]

Calls to expand super payments for younger workers

14 November

Teenagers should be paid superannuation on top of their wages regardless of how many hours they work, one of Australia’s largest funds urges. Modelling by the Super Members Council of Australia released on Tuesday shows the average worker under 18...[Read More]

Empowering Aging Parents: A Guide to Navigating Technology and Avoiding Scams

7 November

Supporting aging parents with technology is essential as it helps them stay connected, access resources, and remain safe online.  Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]

What is the difference between shares and bananas?

7 November

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Retirement withdrawal – lump sum or income stream

7 November

The difference between a lump sum withdrawal of super and a retirement income stream, and the tax consequences.   Choose a lump sum or income stream When you meet the retirement condition of release, you can usually choose to withdraw your...[Read More]

Top destinations to visit in Australia for retirees

31 October

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Easy ways to start a fitness regime in your 60s

31 October

If you’re over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk of serious conditions such as heart disease, diabetes, and osteoporosis.    However, starting or restarting a fitness regime...[Read More]