Latest News

Federal Treasurer Josh Frydenberg handed down the 2021 Budget in what can best be described as a pre-election budget for the ages. Absent the surprise tax cuts, and with the Reserve Bank of [...]

Increased housing costs and low wage growth are seeing more Australians carry higher levels of debt into retirement. Repaying this debt can place a major drag on retirement cash flows and hinder [...]

Despite frequent changes to its governing rules, superannuation remains, for most people, a tax-effective environment in which to save for retirement. Here’s a quick Q&A on the what, why and [...]

While women earn less and spend less time in the workforce than men, sharply eroding their super contributions throughout their working lives, there are some simple steps women can take to boost [...]

While cuts in interest rates are greeted with glee by homebuyers and other borrowers, for the millions of retirees and others who depend on interest payments for their income, falling interest [...]

There has been much social and political debate since the federal government proposed pushing out the age at which Australians can access the age pension. Although most occupations don’t [...]

Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low [...]

As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even [...]

As we approach retirement some people start to panic a little wondering if they are truly looking forward to the time of their life when they no longer have to work. All of a sudden something [...]

I noticed recently that those that have a Commonwealth Seniors Health Card will qualify for a $750 government bonus payment come July 10. So, I decided to look into this and analyse who [...]

The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities can be a real [...]

Our job is to help our clients make smarter choices with their money, so they can enjoy the lifestyle they want. For some that means retiring early, for others, making sure they have enough in [...]