The top 5 international destinations retirees should have on their bucket list

27 March

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]

Staying steady: managing emotions and maintaining focus during market volatility

20 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.    Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]

Is a self-managed super fund right for you? Balancing flexibility with responsibility

20 March

Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[Read More]

Super housing scheme could shave years off home wait

20 March

People saving for their first home could be in their own property years sooner under a proposal to allow Australians to access their superannuation for housing, a study has found. A report from economists Peter Tulip and Matt Taylor found using...[Read More]

Embracing your retirement journey: 10 heartfelt tips for a fulfilling future

13 March

Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.  However, it can also feel overwhelming,...[Read More]

Navigating redundancy: why financial advice is essential and 10 tips for getting help

13 March

Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.  While some may view redundancy as a setback, others may see it as...[Read More]

Women lack confidence when it comes to retirement funds

12 March

Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]

The health and wellbeing benefits of walking every day

6 March

Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being.  Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]

Smart ways to invest using an SMSF

6 March

A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.  To maximise long-term returns and financial security, it is essential to understand the...[Read More]

Top 10 concerns of retirees and how financial planners can help

27 February

Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones.  However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]

Aussie retirees tipped to join world’s wealthiest

27 February

Australian retirees could become the richest in the world, according to new research. As a voice for more than 11 million Australians, the Super Members Council says the nation’s pension assets will surpass the UK’s in 2030 and Canada’s by...[Read More]

Super funds to make their investment case in Trump’s US

27 February

Australians’ $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the world’s biggest investment market, as industry leaders aim to make a case for more opportunities. A delegation of Australia’s...[Read More]

Understanding generational segments: lifestyles, financial needs, and technology expectations

20 February

Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences.  These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]

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]