How we helped these new retirees gain confidence to live their retirement to the full

We love information and reading. Here are some of our favourite books that have shaped our thinking.

Superannuation is becoming more flexible from 1 July 2022, with a raft of beneficial changes coming, which will impact most Australians, and particularly those who are pre-retirement or already retired.

The economic and financial climate has certainly been uncertain in recent times. Here are 6 simple tips for investing that will help you navigate volatile times.

When prices are rising rapidly, as they have in the past few years, it can be difficult to maintain our lifestyle, and the belt buckles are subsequently tightened. A tailored financial plan can be hugely helpful during periods of high inflation to ensure you strike the best balance between maintaining your current lifestyle and achieving your financial goals longer term.

In late February the government announced a proposal for an additional 15% tax on the earnings attributed to individual superannuation balances above $3m. This announcement was followed by further detail in early March and is proposed to start from 1 July 2025.

Meet our clients Brett and Kylie – a couple of recently sold their small business to retire. In this case study, we walk through the strategies we have implemented to allow them to enjoy a significantly more comfortable retirement.

Meet our client Sandy - a single Professional in her late 30s. In this case study, we walk through Sandy's position when she first came to us, the strategies we have implemented for her, and the longer term upsides of Sandy's financial planning journey.

Property investing can be lucrative as part of your overall wealth-building/financial strategy, but its benefits often align more with accumulators (those in the phase of life of trying to build up wealth while working), rather than those seeking immediate income for living expenses, such as in retirement. This article explains why.

There are just over 16,000 Financial Advisers in Australia. Of this number, only a relatively small number - just over 100, or 1% of all advisers - are declared independent. But what does independent mean, and why does it matter?

When it comes to investing, conversations often revolve around market trends, is a recession around the corner, should I buy this particular stock, or opportunities. While these aspects hold significance, there's a hidden opportunity that often goes forgotten, despite its’ immeasurable importance: time.