Retirement living: How much is enough? (It depends)

The Association of Superannuation Funds of Australia (ASFA) provides a regularly updated guide as to what it may cost to fund your retirement in the post-work years, depending on your age, marital status and lifestyle. We drill further down into the detail and provide some useful insights. Read … [Read more...]

Debt management

Debt can come in many forms. However, despite their differences, they often have a common feature – you borrow a sum of money and repay it over time, with interest. In this animation, we explore the importance of appropriate debt management. Launch video... … [Read more...]

What’s Environmental, Social & Governence investing?

An emerging preference over the last few years has been the desire by some investors to align their investment values with their personal values. In this article, we highlight some of the finer details relating to Environmental, Social and Governance (ESG) investing. Read more... … [Read more...]

Trolleyology: How supermarkets influence your buying

Have you ever compared your shopping list to the items listed on your receipt when you get home? Very rarely are they the same. Part of the reason for this is the fact that supermarkets are often specifically designed to influence your buying. We take a closer look at this – some of the tactics may … [Read more...]

Personal finance journey: The Musical

As you progress through life, the many different areas of your personal finances will be leveraged to help you reach your financial goals and objectives. When these areas are appropriately managed, and work in harmony, it can be ‘poetry in motion’. Watch this video to see what we mean. Launch … [Read more...]

Residential investment properties: Income-generation considerations

Residential investment properties are assets purchased to achieve an investment objective, and their acquisition is based on financial benefit. Income-generation is an important part of the rate of return equation. As such, we explore some considerations regarding attraction and retention of … [Read more...]

Advanced care directives

Unfortunately, there may come a time when you are unable to express your wishes regarding medical treatment due to an accident, sudden illness or progressive disease. In this animation, we discuss the benefits of an advanced care directive and several considerations when drafting one. Launch … [Read more...]

The benefits of workplace health & wellness programs

Whether you are a business owner, manager or employee, you may find this article interesting. We discuss the benefits of businesses implementing workplace health and wellness programs. Put simply, research indicates that, healthy workers = healthy organisations = healthy business performance and … [Read more...]

Personal Insurances: Completing a pre-assessment

When it comes to recommending which insurer (and their offering) may be appropriate for you and managing expectations around potential outcomes of a formal insurance application, often an important step in the process can be the completion of a pre-assessment. In this article, we explain what one … [Read more...]

Man vs. machine: A battle of speed, precision & creativity

Given increasing technological advancements, a growing concern for some of us is the potential for job loss or displacement in the future due to computerisation and automation. In this video, we see a battle of speed, precision and creativity between a man and a rather ‘cheeky’ robot. Launch … [Read more...]