Resources
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?
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.
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.
Navigating turbulent times in the share market
As investors grapple with uncertainty, keeping a cool head has never been more important.
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.
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.
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.
Retiring with debt? Experts explain downsizing, using super for your mortgage, and pension eligibility
About 36% of homeowners still have a mortgage when they retire, up from 23% a decade ago.
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.
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.
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.
Helping the kids without derailing your retirement plans
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider.
The steps to aged care
Here are five simple steps that will help you get from A to B in your aged care journey.
Salary packaging
Salary packaging is when you and your employer 'package' your salary into income and benefits. It's also known as salary sacrifice.
Five financial steps for the new year
The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond.
Three simple steps for financial wellness
If money’s too tight to mention, here’s some small steps that can make a big difference in achieving your financial goals.
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.
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.
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an estimated $10.95 trillion.
2024 Year in Review: Successfully navigating uncertain times
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times.