15Nov

Common pitfalls to avoid when passing on your wealth

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As parents, we may often worry about the financial wellbeing of our children (whilst we’re still alive, and once we’re no longer around). One of the steps we can take is to carefully plan how we might transfer our wealth, now and into the future. However, transferring wealth to the next generation can be a […]

15Nov

Sell now or wait? Deciding when to sell a property

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Deciding when to sell an asset as large as a property is a big decision. Whether it’s the home you live in, or an investment property, there are many things to weigh up. Yet, it can be hard to ignore the headlines and not get swept up in what’s happening in the market. The RBA […]

15Nov

3 ways to protect yourself from online fraud

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A series of recent high profile cyberattacks may have you wondering what you can do to protect your personal data from cyber criminals. The effects of cyber crime can be devastating, and as we’ve seen lately, even the largest corporations are not immune to cyber criminals. Statistics by Scamwatch* show that in 2021, there were […]

15Nov

Q&A: The cost of retirement is going up, what can I do about it?

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There’s no doubt that with hefty price increases in everyday expenses such as food, fuel and health care, your retirement savings may need to stretch a little further than you expected. According to the Association of Superannuation Funds Australia (ASFA) Retirement Standard, a ‘comfortable’ retirement went up by 6.2 per cent for couples and 6.7 […]

15Nov

5 tips to reduce your holiday season spending bill

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The festive season is often a time to wind down, recharge our batteries, and enjoy some quality time with family and friends. But, it can also be an expensive time that plays havoc with our finances (and stress levels). This year will be no exception—according to Roy Morgan research, this year’s pre-Christmas sales are expected […]