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Navigating the transition to a successful retirement
Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious...
How fixed interest got its groove back
Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally...
Financial literacy for kids
Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re...
A guide to aged care
Moving into residential aged care can be an uncertain and overwhelming experience for everyone involved. On top of the personal...
8 tips to get a harder working home loan
It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years...
Residential aged care changes – what could they mean for me?
The Government has proposed a number of changes to the support available for ageing Australians at home, as well as...
Making the most of your retirement finances
You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the...
How old is too old for insurance?
Protecting your income during your working years makes sense. But once you – or your parents – grow older, is...
How do Aussie women’s finances stack up?
Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are...
Get 2024/25 off to a great start
The beginning of the financial year is a great opportunity to review your financial situation, to make sure you’re on...
Contributions, when are they made?
Thanks to the evolving rules and additional tests, the world of superannuation contributions continues to be a source of confusion,...
There remain five reasons to expect the $A to rise
Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems...
Mortgage versus super – a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their...
Is it worth salary sacrificing into super?
Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering...
How to determine asset allocation
Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes...
Economic and market overview
Australian shares fared well in July, buoyed by suggestions that no further interest rate hikes will be necessary. With inflation...
Decoding cognitive biases: what every investor needs to be aware of
Common human biases that investors should understand when it comes to investing is extremely important. These biases are ingrained in...
Artificial Intelligence (AI): what does it mean for investing?
AI is revolutionising the world of investing in ways previously unimaginable. Technological advancements have continuously reshaped the way we invest...
A guide to active and passive investing
Investment funds can be broadly split into two categories – active and passive. And while both options play a part...
Will I pay tax on my super when I retire?
Tax is often the last thing on our minds when we're planning for retirement but it's important to understand how...
Why you need insurance and what are your options
We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s...
What are some investment options outside of super?
When it comes to investing, you have two options – inside or outside of super. Super, being a longer term...
Tax time checklist for property investors
In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning...
How to protect yourself from super scams
Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super...
2023-24 saw strong investment returns again – but can it continue?
Key points - 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central...
Super and tax – what’s changing on 1 July 2024
They say nothing is certain in life except two things – death and taxes. Australians can probably add a third...
How to reduce your mortgage interest rate and fees
With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so...
How debt can help you build long-term wealth
Contrary to what some people may think, debt can help you build your wealth – especially if the debt is...
Commonly Asked Questions – retirement planning
Retirement is a major milestone in life, representing the end of years of hard work and dedication. It's a time...
7 ways to get ready for tax time
Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits....