Month: December 2025

You’re earning good money, but are you keeping it? Many Aussie tradies work hard for every dollar but fall into expensive traps that sabotage their financial future. Here are five mistakes that could be costing you thousands. The “tax write-off” trap Just because something is tax-deductible doesn’t make it a good deal. If you spend … Read more

Building wealth isn’t about forcing yourself into someone else’s formula. It’s about discovering a rhythm that works for your life, your values, and your unique circumstances. To grow your wealth, the real challenge isn’t making dramatic financial changes, but finding a sustainable pace you can maintain year after year. Practice makes perfect Think of your … Read more

When Mary turned 85 she never imagined she’d be navigating an entirely new aged care system. The new Aged Care Act 2024 officially commenced on November 1, 2025, marking a significant transformation to aged care in Australian history. For Mary and approximately 1.4 million Australians who will benefit by 2035, this represents a fundamental shift … Read more

We remain positive on markets but recommend active management to reduce increasing risk in portfolios Key points The major themes dominating markets are: Strong returns driven by optimism on Artificial Intelligence (AI) prospects, lower US interest rates, strong corporate profit results and a truce in China-US trade tensions Global market share indexes are expected to … Read more

Australian retirees are facing unprecedented financial pressures. It’s no wonder that financial security weighs heavily on the minds of those in their retirement years, with homeowner couples needing up to $690,000 in superannuation savings, or $75,3191 annually for a comfortable retirement, an increase of nearly $1,500 per year in just three months. The reality is … Read more