Make the most of EOFY: super strategies to discuss with your financial adviser

15 May

As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.  Whether you’re looking to grow your superannuation,...[Read More]

Understanding debt recycling – transform bad debt into good debt

15 May

Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]

Retire right: why seeking financial advice matters

15 May

Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential.  Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]

Legal language: why understanding legal terms is essential for every Australian

15 May

Here’s an introduction to some of the top legal terms commonly used in Australia, presented in a list format.  Understanding these terms can be very helpful in navigating legal documents or discussions.   Top 10 Legal Terms Used in...[Read More]

Living life with purpose: the key to a healthier, happier you

15 May

In a world that moves at lightning speed, it’s easy to get caught in the daily grind—ticking off to-do lists, meeting deadlines, and going through the motions. But research and real-life stories increasingly show that living with purpose,...[Read More]

What to do if you’re being sued or asked to pay damages: a guide to navigating legal trouble calmly and wisely

8 May

Facing legal action, whether it comes as a lawsuit or a demand to pay damages, can be incredibly stressful. It may trigger feelings of fear, confusion, anger, or embarrassment, especially if the claim feels unfair or comes as a complete...[Read More]

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]

Money, Meaning, and Mistakes: The Life and Financial Advice I’d Give My Younger Self

1 May

If I could sit down with my younger self and offer a heartfelt conversation, it would revolve around the two pillars of a well-lived life: financial wisdom and life perspective. It wouldn’t be a lecture, but more like quiet guidance—a few...[Read More]

Navigating a career change with financial confidence

1 May

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 adapting to new life circumstances, the...[Read More]

7 practical ways to build a happy and rewarding life

1 May

In today’s fast-paced world, achieving happiness and a fulfilling life can sometimes feel just out of reach. But the truth is, living well doesn’t require perfection — it’s about consistent, intentional choices that support your mental,...[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]

What is defamation? When should you seek legal advice?

24 April

Defamation is a legal term for making false statements about a person or an organisation that can harm their reputation.    Defamation can occur in two primary forms: Libel: Defamation in written or published form, including online content,...[Read More]

Saving for the future: building financial security

24 April

In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]

Understanding underinsurance in Australia

24 April

Australia faces an underinsurance crisis, leaving many exposed to unexpected life challenges. A quick scroll on social media might reveal fundraisers for families who’ve lost a loved one. Tell-tale signs indicate a worrying trend and numerous...[Read More]