How to Talk to Your Kids About Investments Beyond Property

The dream of owning a home, once considered the cornerstone of financial stability, is now out of reach for many….

Must Follow: 7 Easy Tips to Maximise Outcomes at Tax Time

Are you looking for ways to maximise your tax refund? Then be sure to read on and follow these seven…

How Much Do You Need to Retire in Australia?

“How much is enough for retirement?” The answer, while it is not one-size-fits-all, can be navigated through thoughtful planning and…

5 Fun Things to Do with Your Partner to Plan for Retirement

Retirement planning doesn’t have to be a daunting task filled with spreadsheets and financial jargon. In fact, it can be…

The Future of Baby Boomers: Decisions on Wealth and Legacy

Wealth vs Legacy – Australian baby boomers are making hard-hitting financial future decisions. Australian baby boomers, born between 1946 and…

Why Clear Inheritance Instructions are Important for Baby Boomers

Kitchen table promises are not enough – why clear inheritance instructions are important for the Australian baby boomer generation. When…

Are You Rich? Let’s Chat About What It Really Means

The age-old question of “are you rich” has a new spin in today’s financial landscape. According to a recent news…

5 Key Things to Remember When Drafting Your Will

Do you have a legally sound will in place? Here’s five things to remember when drafting your final bequests. We…