Planning for the future

3 simple ways to start building a legacy for your grandkids

If you’re lucky enough to have grandchildren, you know the feeling. Cooking and gardening while your grandchildren ‘help’. Watching them reach the milestones your kids reached all those years ago, right in front of your eyes. And of course, spoiling them rotten in a way that makes your kids roll their eyes. Maybe these moments […]

Planning for the future

What parents and grandparents can do to help secure their offspring’s financial future

Australian parents are concerned for their kid’s financial futures. There’s fear that their kids won’t be financially secure and will be unable to afford a property or a decent education. And now, grandparents are concerned for them as well. In the face of growing economic concern and uncertainty, parents and grandparents alike are now feeling […]

Planning for the future

Is your family growing or changing? It’s time to review your insurances.

According to several surveys, Australia has a serious underinsurance problem. Most Aussies don’t have enough insurance coverage to meet their needs or lifestyle, should they need to make a claim1. Whilst many have some kind of insurance in place, especially thanks to super, it’s not enough to meet their needs and the needs of their […]

Planning for retirement

Plan for a retirement, not just an Age Pension

The Age Pension is intended to be a safety net provided by the government to support Australians who can’t sustain their retirement years alone. It is paid to people who meet age and residency requirements and is designed to be targeted, through a means test, to those who need it most. The Age Pension is […]

Planning for retirement

Planning ahead – wills, trusts and super

Estate planning ensures your wishes are respected, your assets are managed efficiently, and your loved ones are protected after you’re gone. While many Australians might find the process confronting, having a clear, legally binding estate plan is essential to avoiding complications, disputes, and unintended financial burdens. A comprehensive estate plan typically includes a will, trusts, […]