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Blog Article

Is now the perfect time for a sea or tree change?

As more businesses commit to continuing work-from-home arrangements, we are seeing many people considering a sea or tree change.  Once a lifestyle limited to retirees or those with regional job opportunities, it’s now a very real possibility for many professionals. But rushing into a lifestyle change is rarely a good idea. As with any major […]

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Blog Article

Can you still retire in 2020?

Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision due to the impact on their superannuation or because they can’t exit their business due to the current market situation. For others, it is more […]

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Blog Article

Common personal insurance mistakes and how to avoid them

COVID-19 has many of us thinking about our health and our finances, and if you are serious about protecting yourself and your family, it’s a good time to review your personal insurances. It’s not the most pleasant topic, but it is an important one. An estimated 96% of Australians are underinsured when it comes to […]

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Aussies in the US: What to consider when building assets

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have a big impact on your return and can determine whether you achieve your financial goals. Here are our tips for navigating asset accumulation and investments […]

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Blog Article

How to prepare your finances now for life after COVID-19

As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of us have experienced a reduction in income and changes to household expenditure during COVID-19, and this may change once again as we enter recovery. Now […]

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Blog Article

Can I still retire overseas in a post-COVID world?

Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it’s easy to see why. Countries like Thailand have much to offer retirees; not least of all sunshine, a warm climate, and a beach lifestyle at a much lower cost of living than local coastal regions. But for many of us, COVID-19 […]

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