Month: September 2026

Talking money with your parents can feel like the most awkward chat since they gave you “the talk”. But avoiding it doesn’t make the risk go away: it just means decisions get made in a crisis instead of with a clear head. When and how to start the conversation Pick a calm moment, not a … Read more

Australia is currently experiencing one of the largest intergenerational wealth transfers in history. For many families, the focus has traditionally been on what happens after death. However, increasingly, parents are choosing to help while they’re alive and able to see the benefits. This can be enormously rewarding, provided it is done strategically. Successful family wealth … Read more

Too often, I have known of instances where the primary credit cardholder passes away suddenly, and within days the bank cancels the account1. They do this to stop fraud or new debt. This often means if their partner has no income and no card in their own name, they may be left unable to pay … Read more

Life expectancy has stretched, work has become more flexible, and the numbers increasingly favour those who keep earning a little longer before retiring permanently. Increased super contributions and compounding Every extra year in the paid workforce is another year of employer contributions for your super, another year for that balance to compound, and another year … Read more