News and Updates
Beyond the traditional retirement: Navigating ageism, semi-retirement, and wealth in modern Australia
BY WEALTH ADVISER Introduction: The Evolving Concept of Retirement The Australian retirement landscape is rapidly changing. Gone are the days when winding up one’s…
Taming The Australian Share Market Equal Weights, Factors And Discipline For Everyday Investors
BY WEALTH ADVISER For many Australian investors, broad index funds and familiar blue‑chip shares form the backbone of their portfolios. These investments are popular…
From Money Printing To Rate Rises: What Broad Money Growth Means For Savers And Borrowers
BY WEALTH ADVISER For many Australians, the pandemic years blurred into a confusing mix of government support, low interest rates, surging house prices and,…
Choppy Waters And Short Supply: What Australia’s Housing Crunch Means For Everyday Borrowers
BY WEALTH ADVISER For many Australians, the housing market does not just feel expensive – it feels fragile. Recent commentary from personal finance writer…
Investing When You’re Probably Wrong: Humble Strategies For Uncertain Markets
BY WEALTH ADVISER Most investors secretly hope to find the person or process that can reliably call what happens next in markets. Yet the…
Is The Family Trust Still Worthwhile? Tax, Succession, And Asset Protection In 2025
BY WEALTH ADVISER Introduction: The Family Trust Under Pressure The landscape for family trusts in Australia has never been more complex, as both legal…
Conquering The Maze: A Practical Guide To Navigating Retirement Concessions And Entitlements
BY WEALTH ADVISER The Challenge for Retirees Every year, thousands of Australians nearing or in retirement confront the same frustrating bureaucracy: a complex and…
The Evolving Role Of Bonds: Balancing Risk And Return In Modern Portfolios
BY WEALTH ADVISER Introduction: Bonds Beyond the Headlines For many years, bonds have quietly played a background role in Australian investment narratives, dismissed by…
Living With Dementia Up Close: What Families Can Do Now To Protect Dignity, Finances And Peace Of Mind
BY WEALTH ADVISER Introduction: why close‑up dementia changes the conversation Dementia feels very different up close than it does in abstract statistics or policy…
Are Your Children Really Ready To Inherit? A Practical Stress Test For Australia’s $5.4 Trillion Wealth Transfer
BY WEALTH ADVISER Many Australian parents are on track to leave far more to their children than they themselves received, as an estimated A$5.4…
Rethinking retirement: How much is enough for a fulfilling future?
BY WEALTH ADVISER Introduction: The Perennial Retirement Question It is a simple question with an answer we probably don’t want to hear. In Australia—a…
Sequencing Risk In Retirement: How Smart Strategies Can Safeguard Your Super
BY WEALTH ADVISER Introduction Retirement marks a pivotal phase in the financial journey of Australians, where the stakes are high and the consequences of…
