Retirement
The redundancy checklist
8 May
Facing redundancy can be a challenging and emotional experience. It’s important to take a calm and considered approach to ensure you make the best financial decisions for your future. A qualified financial adviser can assist you in navigating...[Read More]
The move to aged care: navigating a stressful and rushed transition
1 May
For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse. It’s a period marked by emotional strain, urgency, and confusion. The...[Read More]
Digital literacy in retirement: embracing tech in the golden years
24 April
In today’s fast-paced world, digital literacy has become a vital skill for people of all ages—including retirees. Far from being just “young people’s territory,” technology now plays a significant role in helping older adults stay...[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]
Building a retirement bucket list: turning dreams into reality
10 April
Retirement marks the beginning of a new and exciting chapter—one that offers the freedom to finally pursue long-held dreams, explore passions, and tick off those “one day” goals. Creating a retirement bucket list is more than just a fun...[Read More]
The difference between bananas, stocks and bonds
10 April
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
The top 5 international destinations retirees should have on their bucket list
27 March
If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors. Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]
Is a self-managed super fund right for you? Balancing flexibility with responsibility
20 March
Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[Read More]
Embracing your retirement journey: 10 heartfelt tips for a fulfilling future
13 March
Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace. However, it can also feel overwhelming,...[Read More]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns. While some may view redundancy as a setback, others may see it as...[Read More]
The health and wellbeing benefits of walking every day
6 March
Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being. Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]
Smart ways to invest using an SMSF
6 March
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]