Average Super Balances Vs What you need for a Comfortable Retirement
Hello Fellow Investors, The Motley Fool has written a great article outlining the average super balances at ages 50, 60, and 70, as well as what an individual or couple requires to retire comfortably. These figures provide a useful benchmark, but they also highlight a...
Financial Planning for Divorce
Hello Fellow Investors, While divorce can be a huge emotional upheaval in your personal life, what many don’t realise is that financial planning for divorce is critical - because without it, the process can be financially devastating as well. Decisions made during...
What the Great Wealth Transfer (Inheritance) Really Means
Hello Fellow Investors, In financial planning circles in Australia, the Great Wealth Transfer has been widely discussed over the last few years. Put simply, it refers to the large amount of inheritance expected to be passed on as the Baby Boomer generation ages and...
Transition to Retirement Strategy: Pros and Cons Explained
Hello Fellow Investors, In recent meetings, I’ve noticed an increasing number of clients raising questions about Transition to Retirement (TTR) strategies. While curiosity is understandable, the frequency of these discussions is also a signal that many Australians are...
The Real Cost of Injury or Illness: What happens to your finances if you can’t work?
Hello Fellow Providers, If you become sick or injured and are suddenly unable to work, it can really throw your life into chaos - and that includes your finances. When your income suddenly stops, you'll quickly realise the real cost of injury of illness - especially...
What Retirement Type Am I?
Hello Fellow Investors, Ever wondered about the different types of retirement, where you fit in, and how a financial planner can help? Retirement is a goal for most working Australians, but the way people retire - and the support they need - can look very different...
What is an SMSF?
Hello Fellow (or Future) Investors, Superannuation in Australia can be structured in several ways, Upon joining the workforce, many individuals start their retirement savings in a superannuation fund, whether that be: an industry fund (traditionally limited to...
How to Start Building Wealth through Investment
Hello Fellow (or Future) Investors, Starting your investment journey can feel overwhelming - as you need to understand things like how to invest, what to invest in, and steel yourself for the inevitable ups and downs of the market! To help make things easier, here are...
Before You Invest: 4 Questions You Must Answer
Hello Fellow (or Future) Investors, Investing can be an exciting opportunity to build wealth and secure your financial future - but it’s not for everyone. Before you take the plunge, ask yourself these four critical questions: 1. Do you have the risk profile for it?...
A Financial Planner’s Take on a 2026 Economist Wishlist
Hello Fellow (or Future) Investors, Diana Mousina, Deputy Chief Economist at AMP, has put together an excellent “wishlist” for what she’d like to see in 2026 from an economist’s point of view. I thought this presented a great opportunity to provide my own take—what...
Why Every Business Owner Needs a Safety Net: Income Protection + Savings Buffer
Hello Fellow Investors, If you’re a business owner, you already know the freedom and rewards that can come with running your own enterprise. But here’s the harsh reality: you don’t get workers’ compensation or paid sick leave. That means if you can’t work, your income...
Building Wealth Beyond Your Business
Hello Fellow Investors, Many business owners pour everything into their business, to the extent of overlooking their personal financial security. While this focus can drive growth, it also creates vulnerability. If something goes wrong, your entire livelihood could be...