A life well-lived: Finding joy and comfort in the next chapter: A client story

13 November

When Margaret turned 78, she often found herself reminiscing about the life she’d built — the years spent raising her family, her career as a teacher, the travels, and the friendships that stood the test of time. But more than nostalgia, she...[Read More]

Top 7 tips for living a lifestyle of choice

6 November

In today’s fast-paced world, many people find themselves caught up in routines driven by obligation rather than intention. Yet, true fulfilment comes from living deliberately — making choices that reflect who you are and what truly matters to...[Read More]

Nearing retirement: Ten steps to take before you leave work

16 October

Retirement isn’t just about finishing a career — it’s about stepping into a new chapter of life. For many, the thought brings excitement and hope; for others, uncertainty and even fear.  You’ve spent decades working, problem-solving,...[Read More]

Tips for communicating with elderly family members

16 October

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

Electric car U-turn puts low-emission options on track

8 October

Australian motorists are performing a U-turn on electric cars, with the low-emission vehicles representing more than one in every 10 new vehicles sold after a slow start to the year. The turnaround saw drivers purchase more than 12,000 new electric...[Read More]

Living a life without regrets

18 September

Over nine decades, valuable lessons that offer guidance for living a life with minimal regrets have been learned. These insights emphasise embracing life’s imperfections, staying true to oneself, and finding joy in everyday moments. One core...[Read More]

Trips of a lifetime: how to make travel truly memorable

11 September

Travel is one of life’s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]

How retirees are funding adventure and staying active on the road

21 August

After years of dedicated work, countless hours spent behind a desk, or on the road, retirement for many Australians marks the beginning of a new chapter.   No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]

Tax time: why planning and professional advice matter

21 August

As we move into another financial year, many people view tax as a once-a-year obligation – gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]

EV industry powers down tax talk amid surging sales

21 August

Electric vehicle sales have surged to record highs, but advocates warn it shouldn’t be used as an excuse to impose taxes and cut incentives. Australians bought 29,244 new battery electric vehicles in the three months to June 30, up from 17,901...[Read More]

Aged pensioners to feel impact of asset test changes

20 August

Pensioners are set to feel the impact after the federal government raised rates on asset tests for welfare. For the first time since the deeming rate was cut during the COVID-19 pandemic, the government will raise the rate from “artificially low...[Read More]

Preparing for retirement: a blueprint for lasting health and happiness

14 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.    Here are ten top tips to help you prepare: Stay Physically...[Read More]

‘Don’t slam brakes on EVs’: sparks fly over fee push

14 August

Motorists could face distance-based fees to drive on Australian roads as part of a proposed tax change expected to be on the menu of Treasurer Jim Chalmers’ economic roundtable. Momentum is building for a road user charge, seen by one federal...[Read More]

The pursuit of wealth & the illusion of endless time

7 August

In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing.  While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]

Four key strategies to safeguard your financial future

7 August

Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly.  Protecting yourself against financial disaster means...[Read More]