Resources

David Posterino David Posterino

Finding life balance: 4 pillars to your wellbeing

We’re all trying to live our best lives, right? Sometimes, we get stuck in one area – whether it’s spending all your spare time hitting the gym or counting every calorie to lose weight. We know the secret to true wellbeing is balance – but what does that actually mean?

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David Posterino David Posterino

Estate planning: making it easier on family

The right professional advice can take the guesswork out of deciding how to distribute your assets, and help you make crucial decisions about who will have your medical and financial power of attorney.

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David Posterino David Posterino

Planning for retirement

Here are a few questions to get your retirement planning underway. Thinking about these might lead you to more questions, but that’s the fun part of the journey.

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David Posterino David Posterino

How political events affect the markets

From the economy bending policies of Trump 2.0 to the growing strength of the far right in Europe, the new alliance between Russia and the United States, the wars in Ukraine and the Middle East, and the US President’s vow to upturn world trade rules, the markets are certainly navigating tricky times.

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David Posterino David Posterino

The generation redefining aging

As we advance into the 21st century, the concept of aging is undergoing a transformation, largely thanks to a new generation of “oldies” who don’t feel old - and are reframing what it means to be getting on in years.

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David Posterino David Posterino

Investment scams

Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high and the risks are low. There's always a catch.

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David Posterino David Posterino

Setting financial goals as a couple

When you start making plans, chances are you’ll both come across financial pain points. In other words, the areas that need some attention and possible alterations.

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David Posterino David Posterino

How much super you need

Take some of the guesswork out of planning for the future. Work out how much super you'll have when you retire, and if it will be enough to fund the lifestyle you want.

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David Posterino David Posterino

The hidden drain of decision fatigue

As we kick off the new year, many of us are excited to embrace fresh beginnings, set new goals, and maybe even tackle those pesky resolutions. But if you’re feeling more drained than invigorated, you’re not alone.

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David Posterino David Posterino

Salary packaging

Salary packaging is when you and your employer 'package' your salary into income and benefits. It's also known as salary sacrifice.

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David Posterino David Posterino

Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available.

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David Posterino David Posterino

Measuring up the price of shares

So, when you read reports about markets or specific companies being “overvalued” or “undervalued”, you can generally assume there’s been a fair bit of analytical number crunching going on behind the scenes.

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