Spring into Financial Success

Spring is the perfect time to rejuvenate your financial habits as well as your garden! Here are 5 ways to set you, and your garden, up for success: Plan your garden: Start with deciding what type of garden you want. In other words, get clear about what goals you want to achieve and by when. … Read more

Financial advice – more than dollars and sense

When it comes to determining the value of a financial adviser, it comes down to more than dollars and cents. Numerous studies have shown that money is a relationship stressor, 33% of Australians find dealing with money stressful or overwhelming1, and 44% admit to arguing with their spouse about money at least occasionally2. If money … Read more

How does Australia’s pension system stack up?

Worldwide we are living longer, and population ageing is picking up pace. In 2020 the number of people aged 60 and older outnumbered children under 5 years. In 2022 around one in 10 people were aged 65 or older. This is expected to reach one in six in 2050 and one in four or 25% … Read more

The high cost of debt as interest rates rise

Credit cards, personal loans, and mortgages. While it may seem easy to use debt to fund your lifestyle, as you go through life, higher interest rates, workplace interruptions and other life changes can make it much, much harder to repay that debt. A few simple tips can make managing your debt a lot easier. Taking … Read more

Retire with confidence – Lifetime annuities reimagined

With over 5 million Australians reaching retirement in the 2020s1, government legislative changes have enabled the emergence of a new era of lifetime annuities, offering more income, more choice, and more flexibility, designed to help enable you to live the retirement lifestyle you desire. Innovation in lifetime income stream products (collectively called lifetime annuities) has … Read more