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Navigating the transition to a successful retirement

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. We live in an era of increasing longevity, and we have the opportunity to redefine the concept …

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How fixed interest got its groove back

Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally considered to be at or near their peak, fixed interest investments, such as bonds and other credit investments, may offer …

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Financial literacy for kids

Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re also an invaluable tool for learning. Here are some ideas to help kids of all ages learn about money and …

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A guide to aged care

Moving into residential aged care can be an uncertain and overwhelming experience for everyone involved. On top of the personal and emotional challenges, there are a number of important decisions to make including which facility is most suitable for your …

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8 tips to get a harder working home loan

It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years have delivered a serious reality check, leaving variable rate home loans higher than they’ve been for a generation. So you …

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Making the most of your retirement finances

You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the distance with you? There are a range of steps you can take before and after retiring to make the most …

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How old is too old for insurance?

Protecting your income during your working years makes sense. But once you – or your parents – grow older, is life insurance still important? We take a look. Life insurance for later in life As you age and your health …

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How do Aussie women’s finances stack up?

Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are some small steps women can take today to make a positive difference to their future. It’s probably no surprise to …

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Get 2024/25 off to a great start

The beginning of the financial year is a great opportunity to review your financial situation, to make sure you’re on track and on top of changes happening across tax and superannuation. Here are five areas that you may wish to …

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