Market volatility is a normal — and often uncomfortable — part of investing. Share prices rise and fall in response to economic data, company earnings, geopolitical events, and investor sentiment.When …
What Insurance Do You Actually Need at Every Life Stage?Understanding how your insurance cover should grow with you.Life doesn’t stand still, and neither should your insurance.As we move through diffe …
The top 5 goals of retirees – and why good advice makes all the difference
Retirement marks the start of a new chapter, one that is filled with both opportunity and uncertainty. After decades of work, many retirees find themselves asking, What comes next?While the answers va …
Caution urged on supposedly ‘balanced’ super funds
Some superannuation funds’ “balanced” options have become heavily overweight riskier “growth” assets, a financial planner warns.Alex Jamieson, founder of Melbourne-based AJ Financial Planning, says su …
Navigating a career change with financial confidence
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 adap …
Super funds to make their investment case in Trump’s US
Australians’ $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the world’s biggest investment market, as industry leaders aim to make a case for more opportunit …
Slow progress on unpaid super sparks calls for action
Australian workers are still missing out on billions in unpaid super each year, with the average affected worker left $30,000 worse off at retirement.Affecting nearly one in four workers – particularl …
Coalition smacked over ‘not-so-super’ home-buyer plan
Letting first-time buyers dip into their retirement savings for a housing deposit would push up house prices and, by extension, rents, new super industry analysis shows.Renters could end up paying $57 …
Empowering Financial Freedom: Insights from The Money Sandwich
Empowering Financial Freedom: Insights from The Money SandwichIn today's economic landscape, navigating financial responsibilities can be overwhelming, particularly for the 'sandwich generation'—those …
Super access won’t lower hurdles for young home hunters
Many young Australians living in the capital cities will not be able to pay for a house deposit, even if they drained their entire retirement savings, a report has found.Rates of home ownership are de …
Annuities: A Secure Retirement Income Stream for Your Parents or Yourself
When it comes to investing for retirement, the landscape has become increasingly uncertain. In this blog, we explore a solution that offers a holistic approach to retirement portfolios: lifetime annui …
Creating Financial Stability in Uncertain Times Happy New Year! Do you start the new year eager to set goals and put new habits in place? I know I do. It always feels like a bit of a clean slate to fi …
