Exclusive
Tax scams are getting smarter: 5 warning signs and 5 ways to protect yourself
15 October
Tax scams are becoming increasingly sophisticated, and even financially savvy Australians can be caught off guard. Knowing what to look for, taking a few simple precautions and maintaining a close relationship with your accountant could make...[Read More]
The first 12 months of retirement: Why the adjustment can be Bigger Than Expected
15 October
Retirement is often treated as a finish line.You work for decades, build your superannuation, make plans, count down the final months and eventually reach that long-awaited last day of work.Then suddenly, the structure that has shaped much of your...[Read More]
Good for the soul: Why holidays, fresh air and life’s simple pleasures matter
15 October
When was the last time you truly stopped to enjoy the moment? Not just a quick break between commitments, but a genuine opportunity to breathe deeply, clear your mind and appreciate the world around you.Perhaps it was the smell of freshly cut grass...[Read More]
Care, Dignity and Family: Making the Next Chapter Feel Like Home — Part 3/3
15 October
The move into aged care can be one of the most emotional transitions a family experiences.For the person entering care, it may represent a significant change in independence.For a husband, wife or partner, it may mean living separately for the first...[Read More]
The hardest part of financial advice is often making the first call
15 October
There is something deeply personal about money.We talk openly about holidays, homes, careers, children and retirement dreams. But when it comes to our financial situation, many of us become much quieter.We worry that we should have saved more.We...[Read More]
Salary sacrifice can play an important role to your superannuation
15 October
When it comes to preparing for retirement, many people focus on how much they’re contributing to their superannuation or pension. What often gets overlooked is how those contributions are made — and this is where salary sacrifice can play an...[Read More]
5 simple steps to boost your property value
15 October
Your home is not just your sanctuary; it’s also a tangible asset. Like any investment, the end goal for many homeowners is to see it appreciate over time. While most people think about major renovations when it comes to increasing property value,...[Read More]
How to help your child purchase their first home
15 October
In today’s economic climate, it’s increasingly common to help your child with their first home.In this article, we’re going to look at three options to help you do this.Why not take a look at the pros and cons of each and choose the one...[Read More]
BAS isn’t just about tax — What your numbers are telling you about your business
8 October
For many business owners, a Business Activity Statement is viewed as a compliance obligation — something that needs to be completed, lodged and paid before the deadline.But your BAS can tell you far more than simply how much tax may be...[Read More]
When independence begins to change: Planning before decisions become urgent – Part 2/3
8 October
For years, retirement may unfold exactly as imagined.Travel. Time with grandchildren. Long lunches with friends. Gardening, golf, volunteering or simply enjoying the freedom of having fewer deadlines.Then something changes.Perhaps one partner begins...[Read More]
The right Financial Adviser, can optimise your investments and ensure a secure financial future
8 October
Navigating the complex financial landscape is challenging. However, with the right Financial Adviser, you can optimise your investments and ensure a secure financial future. By understanding how clients often perceive missteps in their...[Read More]
The richest retirement years are measured in moments – Part 3
8 October
When Retirement Becomes About People, Purpose and LegacyYears after leaving work, the couple looked back at the retirement plans they had once carefully written.Some had happened exactly as expected.Others had changed completely.There had been...[Read More]
We plan for everything — except the unexpected
8 October
We plan holidays. We plan renovations. We plan our careers, our children’s education, our retirement and even what we might do next weekend.But there is one question many of us quietly avoid:What would happen if something happened to me, or...[Read More]
Retirement is the beginning: Six slow weeks in Georgia
8 October
Retirement changes the way you travel.For years, holidays may have been squeezed between work commitments, school calendars and responsibilities waiting at home. Two weeks disappeared in a flash. Three weeks felt indulgent. Every itinerary seemed to...[Read More]
Happiness is where the heart is
8 October
In a world that constantly encourages us to strive for more, move faster and achieve the next goal, happiness can sometimes feel like something waiting for us in the future.We tell ourselves we will be happy when we earn more, travel more, retire,...[Read More]