Retirement isn’t a fixed destination. What you want from retirement today may look very different from what you imagined a few years ago. Life has a habit of changing plans. Maybe you’ve changed jobs, paid off your mortgage, started helping family members financially, experienced a health change or simply begun to think differently about how … Read more
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. Manage your money as a couple The earlier you start having conversations about your shared finances, the easier it is to establish shared goals and strategies … Read more
Why is estate planning important in retirement? When planning for retirement, many people focus on whether they have enough money to support their lifestyle. But another important question is: What happens to your money, assets and loved ones when you’re no longer here? Estate planning helps answer that question. It brings together your legal, financial … Read more
Separating from a partner is one of the most significant changes many people experience. Alongside the emotional impact, there are often practical decisions to make about housing, finances and future plans. One area that frequently causes confusion is superannuation. For many Australians, super is one of their largest assets, yet it’s often overlooked because it … Read more