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  • Not a financially compatable couple? What to do?

    • PUBLISHED: 13 May 2021
    •  - Article

    With financial issues cited as one of the major reasons for marriage and relationship breakdowns, this article prompts readers to discuss their financial goals and values with their significant others, and provides tips to begin the often-confronting conversation. The article closes with a recommendation to seek assistance from your financial adviser. Read All

  • Quarterly Economic Update for the period January 2021 to March 2021

    • PUBLISHED: 11 April 2021
    •  - Article

    In the March quarter edition of our economic update, we discuss the impact of the COVID-19 immunisation roll-out, the drivers of the recent hot property market, local and international share markets and the recent Ever Given shipping incident. This brief summary provides readers with an overview of the most newsworthy economic events of the last quarter, and a general outlook of what is to come moving forwards. Read All

  • Extra mortgage repayments Vs. Increased Super contributions

    With interest rates at the lowest they’ve ever been, does utilising surplus income to pay off your mortgage still provide the best bang for your buck? And if not, what are the alternatives? This article includes an informative case study that compares paying down your mortgage vs wealth creation via superannuation. We conclude with a recommendation to seek professional advice from a qualified financial adviser. Read All

  • Global Economic Outlook prepared by Vanguard

    Our clients have weathered what initially appeared to be a financial storm of gigantic proportions. As Covid 19 has played out around the world, we have come to realise that whilst it has been tough for many, we have fared better financially than many experts predicted. With vaccines now being rolled out around the globe, and the US elections finished, our thoughts turn to what lies ahead. As we head into 2021, the global economy is recovering from one of the most pronounced economic shocks in nearly a century. But even as confidence in a COVID-19 vaccine grows, Vanguard sees an uneven path back for global growth, with the outlook hinging critically on the virus's path, vaccine implementation and health outcomes. Read All

  • 5 Common mistakes that could ruin your retirement

    We have prepared an E-Book outlining the 5 most common mistakes people that can ruin your retirement. Read All

  • Everything you ever wanted to know about Super

    This E-Book focuses solely on superannuation. It covers all angles including choice of super, investing in super, holding insurance in super, salary sacrifice, superannuation contributions, self-managing super, and the role super plays in estate planning. Read All

  • Woman and Superannuation

    • PUBLISHED: 30 November 2020
    •  - Article

    Despite earning less than men on average, and spending less time in the workforce, there are a range of ways women can boost their Superannuation savings Read All

  • Is it possible to consider renting when you are retired?

    • PUBLISHED: 30 November 2020
    •  - Article

    As housing costs continue to rise in Australia, particularly across the country's capital cities, there are some retirees who are likely to rent throughout retirement. And if retirees aren't renting, they may end up leaving an asset to beneficiaries that is still mortgaged to the bank. This article compares the average incomes of Australian retirees and analyses how renting may impact their retirement lifestyle. Read All

  • 10 common financial mistakes people make before retirement

    This article identifies and discusses the 10 most common mistakes people make prior to retirement Read All

  • The financial effects of divorce for those over age 50

    • PUBLISHED: 05 November 2020
    •  - News
    •  - Divorce

    Managing a divorce is tough at any time but when it affects couples over the age of 50, it can have more complex financial implications. We identify some of the financial issues and ways to deal with them in this tough time. Read All

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