Jun 53 ways super can protect your legacySuperannuation to protect your legacy; protection from challenges to the estate, tax saving vehicle, protection from bankruptcy.
Mar 7Is share market volatility here to stay?Recently we’ve seen some wild volatility in share markets across the world due to the pandemic and military conflict.
Mar 53 money mistakes to avoid in your 50s – together we can #BreakTheBiasCommon mistakes women in their 50s make and what you can do to put yourself in a stronger financial position.
Feb 8Five habits to improving longevity When you retire, it can be difficult to keep up the same important daily healthy habits, such as maintaining social connections and enjoying
Jan 1The one goal for 2022 that your future self will thank you forOne of the biggest financial regrets is not saving enough for retirement. How much money do you need to retire on? Top tips for your retirem
Aug 8, 2021Superannuation Changes - know your caps.The 2021/2022 financial year is well underway, there have been some big changes to superannuation that could add up to a welcome boost,
Aug 1, 2021How much do you need to retire?As we get closer to retirement the most common question our clients ask is “how much super do I need in order to retire”?
May 11, 2021Federal Budget Report 2021/22In the words of the Treasurer, Josh Frydenberg, this year’s Federal Budget is meant to ‘Secure the recovery, and set Australians up for...
May 4, 2021Mum's are Super! Let's talk about it!What is the impact on our wealth, superanuation and retirement savings when we take time off work to care for our children?
May 2, 2021Estate Planning - What you need to knowEstate planning is much more than just preparing a will! Effective estate planning is as much about preserving relationships
Mar 2, 2021Avoiding financial scams. Financial advice, who should I listen to? Financial advice is often in the media for the wrong reasons. Recently we have been reading about Melissa Caddick who has left a...
Jan 17, 2021What will retirement cost?If you want to live like our lady here you need to work out how to ensure your money lasts throughout your retirement.
Dec 31, 2020Financial Advice v Product AdviceAs a financial planner I believe there is a degree of misunderstanding with the difference between product advice and financial advice