Retirement
Whatâs the difference between binding versus non-binding beneficiaries
5 December
When you buy life insurance, you usually do it with a specific goal in mind â like eliminating debts or providing for loved ones. So how do you make sure your money ends up in the right hands? Nominating a beneficiary with your insurer can...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
The benefits of financial planning and personalised strategies
21 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
What is meant by âwellbeingâ and how do we achieve it?
21 November
When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]
Changes to super to bolster transparency and quality
21 November
Older Australians will be able to use their retirement savings more effectively under a government push to improve the quality and transparency of superannuation. The federal government will improve resources on its financial advice website...[Read More]
Traveling abroad: essential dos and donâts for a respectful and memorable journey
14 November
Travelling overseas is more than just a chance to see new places; itâs an invitation to step into worlds vastly different from our own. From Marrakechâs colourful markets to Tokyoâs bustling streets, each destination offers unique customs,...[Read More]
New thinking about the concept of being wealthy
14 November
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]
Calls to expand super payments for younger workers
14 November
Teenagers should be paid superannuation on top of their wages regardless of how many hours they work, one of Australiaâs largest funds urges. Modelling by the Super Members Council of Australia released on Tuesday shows the average worker under 18...[Read More]
Empowering Aging Parents: A Guide to Navigating Technology and Avoiding Scams
7 November
Supporting aging parents with technology is essential as it helps them stay connected, access resources, and remain safe online. Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]
What is the difference between shares and bananas?
7 November
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]
Retirement withdrawal â lump sum or income stream
7 November
The difference between a lump sum withdrawal of super and a retirement income stream, and the tax consequences.  Choose a lump sum or income stream When you meet the retirement condition of release, you can usually choose to withdraw your...[Read More]
Some tips to help grow your superannuation
31 October
Retirement is a period most people eagerly anticipate. Itâs that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses youâve been planning and have put...[Read More]
Top destinations to visit in Australia for retirees
31 October
Now that youâve retired from the workforce and have all the opportunities to do what you want, youâre ready to take the trip of a lifetime. Â If youâre planning to take a tour across Australia, hereâs a list of 5 top destinations to visit...[Read More]
Easy ways to start a fitness regime in your 60s
31 October
If youâre over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk of serious conditions such as heart disease, diabetes, and osteoporosis.  However, starting or restarting a fitness regime...[Read More]
Managing your future: the importance of making a will
24 October
As we journey through life, planning for the future becomes increasingly important. Every adult has the right to control their affairs, whether managing finances or making healthcare decisions. However, as we age, factors such as illness,...[Read More]