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Financial Planning Articles

Retirement planning: it’s not all about the money

While individuals’ wealth and health are obviously important for anyone heading into retirement, there are other factors that are usually more important in determining the life satisfaction for retirees.

How do interest rates affect your investments?

Interest rates are an important financial lever for world economies and can also affect the value of the currency, which has a further trickle-down effect on other investments.

Autumn 2023

With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead.

8 retirement mistakes and how to avoid them

To make the most of your retirement years, it’s important to have confidence that your savings will last the distance.

How To Spot and Stop Financial Abuse

The emotional and economic damage caused by financial abuse can be far reaching and devastating, but what is financial abuse?

Sustainable investing on the rise

Sustainable investing isn’t new and is becoming more mainstream. From climate change to gender diversity, more people are aligning their money with their values.

2022 Year in Review

2022 was the year of rising interest rates to combat surging inflation, war in Ukraine and recession fears. These factors combined to create cost-of-living pressures for households and a downturn in share and bond markets.

Up For Discussion: New Tier 3 Reporting Framework for Not-for-profits

The removal of Special Purpose Financial Statements has already happened for many for-profit organisations, and is now a step closer for not-for-profit organisations.

A Will to give

As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.

The festive season brings together families and important decisions

Busy lives and distant homes can make it easy to feel out of touch, but Christmas may be a time when adult children and their ageing parents can take control over their future with advice and family discussions.

What happens to your superannuation when you die?

Your superannuation is not treated like other assets when you pass away - have you reviewed your death nominations to ensure it goes where you want it to go?

Handling market highs and lows

What goes up, must come down. Market highs and lows are a normal part of the investment world but they can be hard to handle when it’s your money at stake.