Navigating healthcare costs in retirement
Andrew Dunbar
Jan 09, 2025
Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…
Why you need a professional team in your corner as an expat
John Versace
Jul 23, 2024
Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across…
Ask an Adviser: How can I save when planning the trip of a lifetime?
Tracey Pace
Jul 01, 2024
As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…
How to create a robust financial plan
Andrew Dunbar
Jul 01, 2024
Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down…
Financial empowerment remains critical for all Australians
Lisa Haley
Jun 04, 2024
Content warning: Family and domestic violence and elder abuse. In Australia today, physical or sexual violence is experienced by 1 in 6 women and 1 in 18 men at…
Tax tips for End of Financial Year 2023/24
Andrew Dunbar
Jun 03, 2024
As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead. …
End of financial year strategies to maximise your finances
Tammy Tan
May 01, 2024
With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…
Planning for the cost of education in 2024
Andrew Dunbar
Apr 05, 2024
In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…
Seven tips for fostering a healthy attitude to money in children and teens
Andrew Dunbar
Feb 06, 2024
Attitudes towards money are often shaped during childhood and will have a lasting impact, defining financial behaviours well into adulthood. Sometimes, this is copying behaviours, whether positive or negative, and…
