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The PODCAST – Retirement Series | Adjusting Your Financial Plan as You Age | Episode 5May 13, 2025Welcome to episode 5 of PODCAST, our Retirement Series podcast, which helps you turn your retirement dreams into a reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating tax-efficient income… -
End of Financial Year Resources | 2024/25May 13, 2025Our good friends at MLC have provided a plethora of useful End of Financial Year (EOFY) resources to help educate and arm you with all of the important ‘in the know’ things that can help you leading up to 30 June. This blog also provides all of the Legislation changes coming for the new financial year and… -
The PODCAST – Retirement Series | Downsizing | Episode 4May 8, 2025Welcome to episode 4 of PODCAST, our Retirement Series podcast, which helps you turn your retirement dreams into a reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating tax-efficient income…
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The Rich Life Vol 93May 7, 2025While many Australians had the opportunity to enjoy two consecutive long weekends in April, as we move into May, the focus is now on the federal election. May also brings the Queensland Labour Day Public Holiday on the 5th of May 2025 and Mother’s Day on the 11th of May 2025. Happy Mother’s Day to… -
5 steps towards a financially fit retirementMay 7, 2025If retirement is just around the corner, the current financial climate may make you feel a little uneasy. Watching the markets fluctuate might leave you worrying about whether your superannuation will be enough to see you through. It’s not a time for hasty moves, though.If you are concerned, a calm review of your current portfolio… -
Forging new bonds – how bonds workMay 7, 2025Bonds are not usually the flashy upstarts of the investment world with their every move reported, like stocks. But the Trump Administration’s extraordinary refashioning of world trade, with on-again off-again tariffs of eye watering amounts, has put bond markets in a similar position to share markets – in turmoil. So, with the bond markets attracting… -
Protect your SMSF savings from fraudstersMay 7, 2025Recent cyber-attacks on major super funds show criminals are always looking for new ways to illegally access Australia’s growing pool of retirement savings, but it’s not just the big guys who need to worry. Smaller funds are also under threat. Self-managed super funds (SMSFs) are being targeted both through email scams to steal personal identifying… -
Scams: knowledge is protectionMay 7, 2025Scammers operate in an ever-evolving space and the scams of today are far more sophisticated than they have ever been, targeting even the most financially literate individuals. In addition to the financial impact from a scam, it can affect your mental health as well as damage your reputation, so understanding how scammers operate is the…
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‘Get on the front foot’: How advisers are dealing with Trump tariff uncertainty | ifaApril 14, 2025Our very own CEO – Hugh Robertson joins Advisers across Australia as they talk with Keith Ford from ifa about how Financial Advisers are dealing with Market volatility and the trade war. You can read the below excerpt from the ifa article below, or click here to be taken directly. 9th April 2025 As Australian…
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The Rich Life Vol 92April 7, 2025As we move into April, and hot on the heels of the recent Federal Budget, Prime Minister Anthony Albanese has announced a national election for May 3 – kicking off an April campaign centred on tax cuts and cost-of-living relief.  A huge thank you to everyone who joined us for our Wealth & Wisdom event… -
Big changes ahead for Aged CareApril 7, 2025The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over 85 is predicted to triple in that time.i Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged…
