Superannuation

Seven things I would tell my younger self about superannuation and investing

6 August

At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work,...[Read More]

The gift of trust: How talking about us strengthens our business and community

4 December

Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]

Navigating a career change with confidence

9 October

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]

Navigating a career change with financial confidence

1 May

Nearly two in five Aussies fear retirement out of reach

10 December

Nearly two in every five Australians fear they will not be able to retire, as housing prices and day-to-day costs grind higher, new data shows. Roughly 38 per cent of Australian superannuation members have that worry, up from 28 per cent in 2024,...[Read More]

What to talk to kids about when starting a new job

9 October

Getting your first job is an exciting and stressful time. Kids don’t always know what to do or how to act. Giving them some advice can help them get off to a good start. Explain that they’ve already gotten through the hard part. They made it...[Read More]

3 Helpful tips to grow your superannuation

21 August

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]

What’s the difference between conventional superannuation and a self-managed super fund (SMSF)?

14 August

Superannuation is an essential part of planning for retirement in Australia. For most people, it quietly grows in the background through employer contributions and investment earnings. But did you know there’s more than one way to manage your...[Read More]

Is a self-managed super fund right for you?

7 August

Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[Read More]

Top 5 dos and don’ts when seeking advice from a financial services professional

24 July

Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]

Making the most of your FIFO years: 10 tips for money and life

10 July

Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]

EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year

5 June

As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[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]

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]

Staying steady: managing emotions and maintaining focus during market volatility

20 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors. Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]