Riding the waves: Understanding market volatility and the importance of advice

16 April

Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]

Strong leadership starts with awareness, not authority

12 February

Leadership is often linked to titles, authority, and decision-making. But the leaders people most want to follow usually have something more important: awareness. They understand how they show up, how their words land, and what their behaviour...[Read More]

Where the globe stopped: A journey to the edge of the world

22 January

We spin the globe not because we don’t know where to go, but because we want to be surprised. The finger hovers for a second longer than usual, the world blurring beneath it, continents flashing past like old postcards. Then it stops. Right down...[Read More]

Progress over perfection: a new year perspective

15 January

2026 is here. The calendar has turned, the noise of the holidays is fading, and there’s a subtle but powerful shift in the air. A new year doesn’t magically change everything — but it does give us something valuable: a clean edge. A moment to...[Read More]

Chasing the life you want — on purpose

8 January

There is a clear line between obstacles that are simply hard and moments that permanently change you. The hard moments test your patience, stamina, or skill. The defining moments test your identity.  They strip away comfort, certainty, and...[Read More]

Reflecting on what matters as I grow older

4 December

As I move through the later years of my life, I’ve come to realise that ageing is not just a physical process but an emotional and deeply personal journey.  It invites me to pause, reflect, and take stock of what matters most now and in the years...[Read More]

From conversation to collaboration: How your relationship with a financial planner evolves

6 November

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]

Recognising and responding to elder abuse: a community responsibility

29 May

Elder abuse is a growing concern in Australia and globally, affecting individuals often aged 55 and over. While many associate abuse with physical harm, it can also be financial, emotional, psychological, or involve neglect.  The reality is that...[Read More]

Living your best life in retirement: why professional advice matters

17 April

Retirement is an exciting new chapter—a time to prioritise health, passion, relationships, and personal growth.  Whether you’re planning adventurous travels, exploring hobbies, or giving back through volunteering, the key to enjoying a...[Read More]

Top 10 tips for developing a business exit strategy: Business Succession and Estate Planning

30 May

Given all the hard work that building up a business takes, it can be hard to say goodbye – so it’s important to do it right.    Developing an exit strategy well in advance allows you to have control over your small business’s future while...[Read More]

10 benefits of Yoga and Pilates for people of all ages

8 February

Yoga and Pilates offer numerous benefits for people of all ages, including those leading into and during retirement.   Improved Flexibility: Both Yoga and Pilates involve stretching exercises that can help improve flexibility. This is particularly...[Read More]

Embracing the new chapter of caring for a loved one

23 November

Caring for an elderly family member is a journey that encompasses both the heart and the home. When the time comes for a loved one to move into an aged care facility, the dynamics of care and communication evolve, presenting new challenges and...[Read More]