Blog

Stay informed and up-to-date with valuable financial insights, expert analysis, and the latest news. Our blog covers a wide range of topics, from retirement planning and investment strategies to insurance updates and market trends.

  • Celebrating with heart – not habit
    December 3, 2025
    As the festive season approaches, there is a noticeable shift in the air. The days grow longer, school terms wrap up, and communities across the country begin to prepare for end-of-year celebrations in all kinds of ways. For some, it is about unpacking boxes of decorations, preparing familiar family recipes and racing around the shops….
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  • How generosity can be part of your financial plan
    December 3, 2025
    It’s the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill? Giving isn’t just an act of kindness; it can also be a smart financial move. From helping loved ones today…
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  • Your money, your priorities
    December 3, 2025
    Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly investors are interested in an even more meaningful approach. Four out of five respondents to a 2024 survey wanted their investments to have a positive impact in the world.i The survey, by the Responsible Investment…
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  • Super tax shake up
    November 5, 2025
    Superannuation tax rules are changing again and there are implications for those with very large balances as well as those on lower incomes. In a nutshell, the new plans include: The new super tax rules will begin on 1 July 2026 and will be based on your total super balance as at 30 June 2027….
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  • Investing in rare earths requires patience and perspective
    November 5, 2025
    Few investment sectors combine geopolitical intrigue, technological innovation and long-term growth potential quite like rare earth elements (REEs). For Australians, the recent deal with the United States to supply rare earths to seed US$8.5 billion worth of new projects, has thrust the sector into the spotlight.i What are rare earths? Rare earth elements are a…
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  • Your retirement. Your way. Your adventure.
    November 5, 2025
    Retirement has often been seen as a time to slow down and enjoy the simple pleasures of daily life. And for many, that’s the dream. But retirement is no longer defined by one image or one path. In fact, it can be something much more expansive. Today, retirement is increasingly viewed as a time of…
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  • Financial missteps can mean missed opportunities
    October 8, 2025
    In a world of constant financial noise, from market updates and interest rate speculation to economic forecasts, it’s easy to feel overwhelmed and choose to do nothing. But inaction can be costly when it comes to building long-term wealth. Whether it’s leaving money in cash, delaying investment decisions or ignoring the power of regular contributions,…
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  • ATO red flags for property investors
    October 8, 2025
    Aussie investors have long had a passion for property investment, but it’s also become a key focus for the ATO when it comes to spotting errors in tax returns. The ATO estimates it’s missing out on around $9 billion in unpaid taxes by property investors and it’s planning a major crackdown over the next three years on…
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  • Estate planning
    October 8, 2025
    How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death….
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  • How your gut health shapes your immune system
    October 8, 2025
    Did you know that your gut has a profound impact on your immune health? Recent research has uncovered a powerful connection between gut health and autoimmune conditions, revealing that the state of your gut can either protect you from or predispose you to autoimmune issues. Let’s explore how this connection works and how you can…
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  • As Trump abandons the rulebook on trade, does free trade have a future elsewhere?
    October 8, 2025
    The global trading system that promoted free trade and underpinned global prosperity for 80 years now stands at a crossroads. Recent trade policy developments have introduced unprecedented levels of uncertainty – not least, the upheaval caused by United States President Donald Trump’s sweeping tariff regime. This is presenting some fundamental changes to the way nations…
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