Retirement
Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home
18 April
Transitioning into a retirement home is a significant life decision that involves careful planning and consideration. As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]
Reasons why early estate planning is crucial
11 April
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a...[Read More]
Tips to grow your superannuation
11 January
Retirement is a period most people eagerly anticipate. It’s 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 you’ve been planning and have put...[Read More]
When should you start thinking about Estate Planning?
20 December
With the end of the year fast approaching and the dawn of the New Year on the horizon, it’s crucial to shift our focus towards estate planning. Often underestimated, this financial aspect tends to take a backseat in the lives of many Australians....[Read More]
Navigating the Emotional and Financial Aspects of Inheriting Wealth
16 November
Inheriting wealth, while often a sign of a loved one’s thoughtfulness, also brings a mix of emotions and responsibilities. It’s a time that calls for both emotional support and practical financial planning. Taking the time to grieve and process...[Read More]
Managing Finances and Lifestyle Activities Across the Four Phases of Retirement
2 November
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Consultations are underway for changes to superannuation
26 October
From 1 July 2026, employers will be required to pay their employees’ super at the same time as their salary and wages. Currently, employers are only required to pay their employees’ super quarterly. These changes to payday super were...[Read More]
Ask yourself these 5 things before buying life insurance
19 October
Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]
Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition
28 September
The Challenge Facing Farm Owners The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]
The responsibilities and challenges of an estate executor
21 September
Being named the executor of an estate is both an honour and a burden. Entrusted with this pivotal role, one carries out the last wishes of a loved one, but the path is often strewn with complexities and unforeseen challenges. Navigating the...[Read More]
When should one start thinking about Estate Planning?
24 August
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a smooth...[Read More]
What to do when someone you love passes away
3 August
Handling the death of someone you love can be one of the most challenging experiences in life. When a loved one passes away, complex emotions rise to the surface, depending on the quality of your relationship with the one who died. You may need to...[Read More]
The Trouble With Being the Executor of an Estate
13 July
Being appointed as the executor of an estate is a significant responsibility that requires careful consideration. While it may be an honour to be entrusted with this important role by a loved one, the reality is that estates can be quite...[Read More]
How a testamentary trust can be used for wills and estates
15 June
The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]
The Importance of Estate Planning: Safeguarding Your Family’s Future
8 June
Planning for the future is essential, especially when it comes to ensuring the security of your loved ones. Estate planning, while often overlooked, is a crucial aspect of financial management that can safeguard your family finances. It encompasses...[Read More]