Renewables, AI rules top productivity reform wishlist

22 May

Regulating the reckless use of artificial intelligence, speeding up approvals for renewable energy projects, and changing privacy and corporate tax laws will be targeted in a push to boost the Australian economy. The Productivity Commission named 15...[Read More]

EOFY countdown: personal tax tips to maximise your refund

15 May

As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return.  Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund.  Whether you’re a...[Read More]

Taxation for small business owners: EOFY preparation and working with your accountant

15 May

As the end of the financial year (EOFY) approaches, small business owners face one of the most critical periods in their business calendar. Proper preparation and a clear understanding of your taxation obligations can make a significant difference...[Read More]

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]

Unlocking the Value of Your Home Loan: The Importance of Refinancing

8 May

For many, a home loan is one of the largest financial commitments they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[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]

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]

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]

Investing can be a roller coaster: 3 tips for riding the ups and downs

17 April

Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy.  Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[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]

What does ethical investing mean and how does it relate to ESG investing?

10 April

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[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]