EOFY planning tips: Fine-tuning your personal finances

As we approach the end of financial year (EOFY), this can be an opportune time to do some fine-tuning in areas of your personal finances. In this article, we provide EOFY planning tips. Read More … [Read more...]

Retirement planning and sequencing risk

Pre and post-retirement, it’s vital to understand the risks that retirees face and have a retirement plan in place to help weather these obstacles. In this animation, we illustrate sequencing risk. Launch Video … [Read more...]

Legislative update (Bills): To be, or not to be… (Part 1)

Many Bills lapsed following the dissolution of parliament ahead of the federal election. In this article, we look at several of these pertaining to employment, social security and superannuation. Read More … [Read more...]

Legislative update (Acts): To be, or not to be…. (Part 2)

Many Bills managed to become Acts before the dissolution of parliament. In this article, we look at several of these pertaining to social security, superannuation and taxation. Read More … [Read more...]

Australia’s ranking in the Global Retirement Index

The Global Retirement Index assesses and compares the level of retirement wellbeing and security in different countries around the world. In this article, we explore how Australia ranks. Read More … [Read more...]

Life’s journey and Maslow’s hierarchy of needs

In this highly emotive TED Talk, Jonathan Gravenor shares his life’s journey – confronting his own mortality, and in doing so, launching himself on a pilgrimage to become a better man. Launch Video … [Read more...]

Aged care services and receiving care at home

At some point in your life you may find that you need assistance to continue living at home. In this video, Saturday Night Live provide a light-hearted segue to talk about aged care services. Launch Video … [Read more...]

Needs analysis: Linked personal insurance policies

Needs analysis: Linked personal insurance policies A needs analysis can be an important initial step in the establishment of an appropriate personal insurance plan. In this article, we explore needs analysis and linked personal insurance policies. Read More … [Read more...]

Considering a sea/tree change in retirement?

Nearing or in retirement, for one reason or another, some of us can start to give thought towards a sea/tree change. In this article, we discuss relevant considerations before taking the dive. Read More … [Read more...]

Establishing an emergency buffer

A key question to consider is whether you have enough savings at hand to weather an unexpected financial emergency. In this animation, we illustrate the importance of establishing an emergency buffer. Launch Video … [Read more...]