The ups and downs of Superannuation 1

The ups and downs of Superannuation

Many of us like to keep an eye on our superannuation balance. It’s only natural, as we all want to retire in relative comfort, and for many people super is their second largest asset, after their family home. If you’ve been checking your super over the last few months you … Read more

Managing finances with a significant other 2

Managing finances with a significant other

When you’re in a long-term relationship, money talk can pop up. It could be anything from who’s covering date night dinners, to sharing household costs. After a while of splitting the bills, it could feel easier to start a conversation about bringing your finances together, so that you’re both on … Read more

9 tips for a successful retirement 3

9 tips for a successful retirement

9 tips for a successful retirement Despite the obvious benefits, only 44% of Australians over age 40 feel prepared for retirement. That’s why we’ve pulled together a nine-point retirement planning checklist to help make sure you’re on the front foot when it comes to financial planning for retirement. Do I … Read more

Understand estate planning 4

Understand estate planning

What is estate planning? If you’ve got people in your life who you love and want to take care of, it’s wise to build an estate plan. This plan, which you can put together with the help of an estate planning specialist, will make sure loved ones are taken care … Read more

Sustainable investing – making money and doing good 5

Sustainable investing – making money and doing good

There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply how much it makes. While some investors may focus on the longer-term viability of a company and its behaviour, others … Read more

11 steps to financial independence for Australian women 6

11 steps to financial independence for Australian women

Being financially independent is a mindset that many women are aspiring to, particularly those in relationships. While your job, or your partner’s career is secure today, tomorrow it could be a different story, and often that can lead to a complete switch when it comes to who’s bringing in the … Read more

What happens to my super when I die? 7

What happens to my super when I die?

You may not be aware that how and in what proportions your super is distributed can’t be covered in your will unless you’ve made the necessary arrangements with your super fund beforehand. Why can’t super be covered in my will? Your super can’t typically be covered by your will because … Read more

How to retire early 8

How to retire early

Whether you choose or need early retirement, having a plan can give your money the best chance of lasting the distance. Whether lifestyle preferences or circumstances beyond your control are behind your decision to retire early, you’ll need to make a plan to help your retirement savings last, while still … Read more

How much do I need to retire? 9

How much do I need to retire?

When you plan to retire will often be determined by whether you can afford to stop working and still have enough income to maintain your lifestyle. Latest figures from the Australian Bureau of Statistics show the majority of men (36%) and women (22%) chose to retire at the time when … Read more

8 easy steps to take control of your super 10

8 easy steps to take control of your super

Want to make the most of your super? Here are eight steps on how to take control of your super, check your super balance and get it sorted to make sure your retirement savings are on track. Understand how superannuation works and what the benefits are Your super builds up … Read more

Call Now
Directions