Just what the doctor ordered

A successful retirement isn’t just about having your finances in tip-top shape; good health and wellbeing are also key to being able to enjoy your retirement years. Here are some handy tips for a healthier, more active life in retirement: Undertake regular health checks and keep up-to-date with your vaccinations. Maintain a healthy body weight … Read more

Reverse mortgages: Don’t get caught out

More Australians are exploring reverse mortgages – but it’s not easy If you’re approaching retirement or already enjoying it, you might have heard more talk lately about reverse mortgages. You’re not alone in your curiosity – a recent study by Seniors First found that inquiries about reverse mortgages have jumped by 300% in just two … Read more

Markets remain positive despite increasing uncertainty and slowing growth in the developed world

Key points The major themes dominating markets are: Slowing economic growth in the developed world, primarily due to President Trump’s ongoing global tariff war, continuing geopolitical tensions, rising budget deficits and government debt. Investor sentiment has recovered from depressed levels in April to euphoric levels as investors anticipate positive outcomes to tariff negotiations and interest … Read more

Estate planning for blended families – proceed with care

Estate planning can be difficult and stressful, but for blended families, there’s an added overlay of complexity. According to the Australian Institute of Family Studies1, blended- and step-families make up around 12% of Australian families with dependent children, and there are almost 16% single-parent families. For these families, ensuring every person is treated fairly is … Read more