What Insurance Do You Actually Need at Every Life Stage?Understanding how your insurance cover should grow with you.Life doesn’t stand still, and neither should your insurance.As we move through diffe …
The top 5 goals of retirees – and why good advice makes all the difference
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next?While the answers va …
Caution urged on supposedly ‘balanced’ super funds
Some superannuation funds’ “balanced” options have become heavily overweight riskier “growth” assets, a financial planner warns.Alex Jamieson, founder of Melbourne-based AJ Financial Planning, says su …
Navigating a career change with financial confidence
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.Whether you’re pursuing a long-held passion, seeking better work-life balance, or adap …
Super funds to make their investment case in Trump’s US
Australians’ $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the world’s biggest investment market, as industry leaders aim to make a case for more opportunit …
Slow progress on unpaid super sparks calls for action
Australian workers are still missing out on billions in unpaid super each year, with the average affected worker left $30,000 worse off at retirement.Affecting nearly one in four workers – particularl …
Coalition smacked over ‘not-so-super’ home-buyer plan
Letting first-time buyers dip into their retirement savings for a housing deposit would push up house prices and, by extension, rents, new super industry analysis shows.Renters could end up paying $57 …
Empowering Financial Freedom: Insights from The Money Sandwich
Empowering Financial Freedom: Insights from The Money SandwichIn today's economic landscape, navigating financial responsibilities can be overwhelming, particularly for the 'sandwich generation'—those …
Super access won’t lower hurdles for young home hunters
Many young Australians living in the capital cities will not be able to pay for a house deposit, even if they drained their entire retirement savings, a report has found.Rates of home ownership are de …
Annuities: A Secure Retirement Income Stream for Your Parents or Yourself
When it comes to investing for retirement, the landscape has become increasingly uncertain. In this blog, we explore a solution that offers a holistic approach to retirement portfolios: lifetime annui …
Creating Financial Stability in Uncertain Times Happy New Year! Do you start the new year eager to set goals and put new habits in place? I know I do. It always feels like a bit of a clean slate to fi …
Looking Onwards to 2023It’s been another big year for Australia and the world with the ongoing pandemic, cost of living crisis, war in Ukraine, and supply chain crunch all adding to a general sense of …
