Financial wellbeing

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

The New Reality of Debt Management: What Investors Need to Know in a Post-Low-Rate Environment

For years, low interest rates allowed investors to fuel their wealth-building dreams with affordable borrowing, like filling a car with low-cost petrol before a long journey. However, in response to rising inflation, interest rates have climbed significantly, reshaping the road ahead.

Women and Wealth: Key Financial Strategies for Securing Your Future

Women and Wealth: Key Financial Strategies for Securing Your Future

As women in Australia increasingly take control of their financial futures, it’s important to recognise the unique challenges they face—and the strategies available to overcome them. From lower superannuation balances to longer life expectancy, women must plan carefully to ensure financial security throughout their lives and into retirement.

Redundancy Quick Tip

If you or someone you know has recently been made redundant, this tip is for you ...

Seek financial advice ASAP to take stock of your situation, then implement a recovery plan.

There is no question; redundancy can be a traumatic event. It’s a challenge emotionally and financially and there are some big decisions required to help you make the most of your redundancy payout, take back control of your life and reset your future direction.

Will your wealth outlive you?

Protecting the fate of your finances goes well beyond your Will. Whilst your Will covers personal assets, it does not include your superannuation, life insurance and assets held in Trusts or Companies. Failure to plan for the fate of these finances could see those you love facing unnecessary costs, complications and confusions. Here, we reveal 5 key considerations for planning your Estate.