Enjoy the now and secure your future

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a … Read more

Time is up for the resilient consumer

Time is up for the resilient consumer

It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’ are now turning into headwinds. Think of it like a rubber band: household budgets are being stretched tight and at the moment, the band is withstanding the pressure. So how long can it really hold … Read more

Your home in retirement

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether you want to stay where you are, downsize, or move to a retirement home. If you own your home Staying in your home If you plan to stay in your own home, … Read more

October 2024 Newsletter

October 2024 Newsletter

Welcome to our October newsletter When it comes to investing, we explain why including global markets as part of your overall strategy could help build a more diverse portfolio, rather than having all of your eggs in one basket. If you’ve worked overseas for a period of time and accumulated superannuation, there are tax rules … Read more