Caring for loved ones in aged care during the Christmas and new year period

11 December

The Christmas and New Year period is traditionally a time of togetherness, reflection and celebration. For families with loved ones living in aged care facilities or retirement homes, this season can be both meaningful and emotionally...[Read More]

Generations in motion: How each age group adapted, endured, and thrived

11 December

Every generation is shaped by the world it inherits—and by the challenges it must overcome.  While it’s easy to fall into debates about which generation had it hardest or best, a more constructive view recognises that each cohort faced profound...[Read More]

The quiet power of compound interest

11 December

Albert Einstein reportedly called compound interest the “eighth wonder of the world.” Whether or not he actually said it, the sentiment holds true.  Compound interest is one of the most powerful forces in investing, not because it is flashy or...[Read More]

Smart tax planning for small business: BAS, GST & avoiding cashflow surprises

11 December

Running a small business comes with plenty of moving parts—managing customers, marketing your services, staying on top of expenses, and keeping operations running smoothly.  But one area that often catches business owners off guard is tax...[Read More]

Rate rise flagged as RBA does a Grinch with no Xmas cut

11 December

Mortgage holders should not expect any relief for the foreseeable future, Reserve Bank governor Michele Bullock says, after leaving interest rates on hold. In a widely-anticipated, unanimous decision, the central bank’s monetary policy board kept...[Read More]

Top 5 insurance risks over the holiday period – and how to minimise them

11 December

The holiday period is a time for switching off, travelling, entertaining and spending time with family and friends.  Unfortunately, it’s also one of the busiest times of year for insurance claims. Whether you’re heading away or staying put,...[Read More]

Nearly two in five Aussies fear retirement out of reach

11 December

Nearly two in every five Australians fear they will not be able to retire, as housing prices and day-to-day costs grind higher, new data shows. Roughly 38 per cent of Australian superannuation members have that worry, up from 28 per cent in 2024,...[Read More]

Super needed for retirement diverges due to home status

11 December

The amount of superannuation needed for different groups to retire, as projected by Super Consumers Australia: * Single homeowner needs $74,000 for a modest retirement spending $32,000 per year, with the rest (91 per cent) supplemented by the age...[Read More]

The lack of leave turning many women off their jobs

11 December

Women quietly navigating reproductive challenges while also trying to keep on top of their workloads lack support, fuelling calls for dedicated leave to help people stay in their jobs. Marianne Marchesi endured years of undiagnosed endometriosis and...[Read More]

The gift of trust: How talking about us strengthens our business and community

4 December

Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive.  We never take that trust for...[Read More]

The 12 days of Christmas: A goals-based approach to financial planning

4 December

The festive season is traditionally a time of celebration, generosity, and reflection. But it’s also the perfect opportunity to pause and assess our financial wellbeing.  As the year draws to a close, many of us think about what we hope to...[Read More]

Understanding diversification: What it is, why it matters, and how it shapes your investment strategy

4 December

In the world of investing, few principles are as consistently emphasised—and as often misunderstood—as diversification.  At its simplest, diversification means spreading your money across a variety of investment types so you are not overly...[Read More]

Helpful tips to save money this Christmas

4 December

Christmas always brings with it a certain warmth and cheer, and yet these days, a lot of people are feeling the pinch financially. As Christmas approaches, people consider all the items they need to buy for friends and family. Because of the current...[Read More]

Reflecting on what matters as I grow older

4 December

As I move through the later years of my life, I’ve come to realise that ageing is not just a physical process but an emotional and deeply personal journey.  It invites me to pause, reflect, and take stock of what matters most now and in the years...[Read More]

Business structures made simple: Your 2026 guide to going self-employed

4 December

Things to consider when going self-employed — and why getting advice matters. Starting a business in 2026 is exciting, empowering, and more accessible than ever. But before you launch your product, service, or big idea, you need to choose the...[Read More]