Retiring renters face homelessness as ownership falls

19 February

Retiree renters are being left behind, putting a growing number of older Australians at risk of becoming homeless, a new report has found. And the problem is only going to get worse, according to the Grattan Institute report. Two in three retirees...[Read More]

Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages

13 February

Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life.  Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]

Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)

13 February

When it comes to increasing your home’s value, smart investments can yield significant returns, whether you’re preparing to sell or simply enhancing your living space.  However, not every renovation or improvement guarantees a positive return....[Read More]

The importance of financial advice in living a lifestyle of choice

6 February

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a...[Read More]

What is ethical investing & how does it relate to ESG investing?

6 February

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

The $239b Aussie industry smashing investment records

5 February

Australian investors are piling into exchange-traded funds, an innovative financial instrument that offers easy exposure to a range of assets from around the world. Australia’s ETF industry attracted a record net $30.8 billion in new investments...[Read More]

Market volatility: why time in the market matters more than timing the market

30 January

Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment.  While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]

Understanding estate planning and key legal tools: why legal advice is essential

30 January

Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.  It goes beyond simply writing a will; it involves making key decisions about property...[Read More]

The legal issues most people face and the importance of seeking advice

23 January

Legal issues are an inevitable part of life.  Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting.  While the specifics of...[Read More]

Lifetime pensions urged to make super system easier

23 January

Retirees should be offered a lifetime pension from the federal government, drawn from their savings, in order to make the superannuation system simpler, a report has urged. The Grattan Institute report on superannuation has recommended retirees use...[Read More]

Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Find out about obtaining shares and what tax deductions you can claim

16 January

You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately.   You can obtain shares through: Buying...[Read More]

Steps to take if you can’t afford your mortgage repayments

9 January

Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, it’s essential to find ways to manage your mortgage and avoid defaulting...[Read More]

Ethical investing: what types are there plus the pros and cons

9 January

Ethical investing has been gaining prominence over the last few decades. Find out what makes it an attractive investment strategy in this post.   The investment technique known as ethical investing prioritises the investor’s moral, religious and...[Read More]

Starting a business after retirement: turn your passion into profit

9 January

For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]