Estate planning and passing away intestate

Having an appropriate estate plan in place prior to an event is a vital consideration for your family and loved ones. In this animation, we illustrate the implications of passing away intestate. Launch Video … [Read more...]

Bridging the gap: Women and super

When it comes to sources of income in retirement, superannuation plays a major role. However, for some women, it can be challenging to build up this retirement nest egg; we take a closer look. Read More … [Read more...]

The 50/30/20 budgeting rule

There are many subtle rules that we live our lives by. In this article, we discuss the 50/30/20 budgeting rule, a rough guide of how much money should be allocated towards needs, wants and savings. Read More … [Read more...]

DIY renovation projection considerations

Contemplating a DIY renovation project? In this video, Tim ‘The Tool Man’ Taylor displays one of many important considerations when he challenges Al Borland to a renovation duel. Launch Video … [Read more...]

Colleen Loder

Some five years ago, my husband and I took a realistic look into our financial situation - which had very limited growth.   On advice from a family member, we contacted Mr Stephen Mason, an accountant and financial advisor of Customised Financial Planning at Engadine.  He has been in the both the … [Read more...]

Palliative care: Facing mortality with care and support

For many of us, we may associate palliative care with aged care; however, in reality, it’s for anyone with a life-limiting or terminal illness. In this deeply moving Ted Talk, Lucy Kalanithi shares ... Launch Video … [Read more...]

Tax refunds and investing in yourself

“The most important investment you can make is in yourself.” (Warren Buffett). In this article, we explore this quote within the context of helpful spending suggestions for making the most of your... Read More … [Read more...]

Super engagement: Your annual super statement

Super will be one of the biggest financial assets that you will ever own in your lifetime. Despite this, some of us find it difficult to actively engage with our super – often only doing so upon rec... Read More … [Read more...]

Life insurance

Thinking about your own mortality can be both daunting and confronting as it’s often far removed from the expectations of how you see your life panning out, i.e. living to a ripe old age. In this an... Launch Video … [Read more...]

Deductions and work-related self-education expenses

Each year, the ATO releases guidance on what they will be closely monitoring when tax returns are lodged. Claiming deductions for work-related self-education expenses is a regular area of focus for th... Read More … [Read more...]