Insights

Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come. Money

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your

This step-by-step guide shows you how to navigate the process of refinancing your home loan. With interest rates increasing materially in the past few years,

Retiring without a mortgage has a large positive impact on retirement confidence. For decades the “Great Australian Dream” has been the general desire by most

Key points: Getting an assessment is the first step towards getting access to Government funded services Assessments are undertaken by the Aged Care Assessment Team

It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years have delivered a serious reality

Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the

Teaching kids about money The truth is, adulthood is rife with financial challenges. The more prepared your children are, the better. From budgeting and saving,

Household wealth or net worth is a measure of a household’s assets less its liabilities. Household wealth always generates a lot of interest in Australia

As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know

Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,