How to save for retirement in your 40s 1

How to save for retirement in your 40s

Let’s start with the good news: studies show that your income peaks between the ages of 45 and 54. You’ll potentially have more money than ever – but you may also have unexpected or unwelcome expenses, like divorce. At this age you might also put retirement planning on the backburner … Read more

Rethinking retirement 2

Rethinking retirement

If you were working towards a retirement date and Coronavirus has meant a change of plans, it can be hard to move the goal posts. Could you gradually reduce your hours to make stretching out your years at work more do-able? If your work is stressful, consider whether you could … Read more

From Pandemic to Recovery 3

From Pandemic to Recovery

2020 was not what it was supposed to be. This year didn’t exactly turn out the way many expected. For Australia, the year started badly as severe drought had given way to the worst bushfires on record. But just as the bushfires were receding it gave way to the Coronavirus … Read more

Five ways to shop a little smarter this Christmas 4

Five ways to shop a little smarter this Christmas

If cash flow is looking a tad grim this year, here are some ideas to up the presents under the tree, noting it’s the presence around it that really counts. We don’t need to list the events of 2020 to say it’s been a big one, particularly as we approach … Read more

Why you need a Will 5

Why you need a Will

It’s no wonder people tend to avoid making a Will. We can find it hard to face the fact that death is part of our future and that there may be a time when we won’t be able to manage our own finances due to poor health. However, the COVID-19 … Read more

Six steps to building good financial habits 6

Six steps to building good financial habits

How financially secure do you feel? Recent research into Australians’ financial wellness – which is a person’s satisfaction with their current and future financial situation – revealed that people with good financial habits feel more financially secure. It sounds like a no-brainer. But adopting good financial habits isn’t always as … Read more

Five tips for a better retirement 7

Five tips for a better retirement

Retirement is an exciting time. It’s the long-awaited reward for a lifetime of work and, if you’ve planned it correctly, it heralds a life stage synonymous with relaxation and enjoyment. However, to make sure your retirement is everything you’d hoped for, it’s crucial to make smart decisions to help you … Read more

Financial counsellor or financial planner: What’s the difference? 8

Financial counsellor or financial planner: What’s the difference?

Ok we get it, knowing where to turn to for financial advice can be confusing sometimes! Financial planners and financial counsellors are both types of financial experts, so which one is right for you? To answer this question, start by considering why you’re seeking financial advice. Is it to improve your financial … Read more

Aussie’s saving for a rainy day instead of a holiday 9

Aussie’s saving for a rainy day instead of a holiday

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money and set financial goals. How are we managing? Many of us are doing smart things … Read more

Where do we stand with our finances since COVID hit? 10

Where do we stand with our finances since COVID hit?

Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest changes many of us have ever faced. But what has it meant for our money and financial wellbeing? Nearly half of Australians are struggling … Read more

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