Articles

Tips, commentary, and insights from our team.

Unlocking Success: Lesson’s from the world’s best investors

Investment

Lessons from Buffett, Dalio, and Bogle: Focus on long-term value, diversify, manage risk, stay disciplined. Learn from mistakes and enlist experts for sustainable wealth.

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A Woman Opening a Christmas Present

Financial wellbeing is a gift worth giving yourself

Wellbeing

Festive overspending hit $66.7B in 2022. Curb it to dodge New Year debt. Balance gifts, parties, and financial wellbeing for kids without derailing retirement.

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Rear view of united family embracing each other and looking at waves

Caught in the middle: Help for the sandwich generation

Insights

Feeling squeezed by the sandwich generation? You’re not alone, with 5% of Australians juggling kids and elderly parents. Discover support via Carers Australia, NDIS, My Aged Care, self-care tips, and financial strategies.

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Old Pocket Watch in the Sand

Evidence-based ways to hold back the hands of time

Wellbeing

Slow aging: Run 30-40 mins 5x/week for 9-year biological edge, stress less via meditation, eat Blue Zones plant diet, embrace positive aging for 7 extra years.

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Tax changes: What it will mean to me?

Insights

New 2024 tax cuts: 19% drops to 16%, 32.5% to 30% up to $135k. All 13.6M Aussies benefit, so it’s time to review your super strategies, timing, and investments.

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Analyzing Financial Market Data on Smartphone

Markets love certainty, but what happens next?

Investment

Markets thrive on confidence but are shaped by uncertainty, and understanding how to stay invested through volatility can make all the difference to long-term outcomes.

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Full length outdoor shot of senior couple holding hands standing on the beach

Living your best life in retirement

Retirement

Saved enough to retire? Discover modest vs comfortable lifestyle costs, and how super, Age Pension, and investments fund your ideal future.

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Helping the kids without derailing your retirement plans

Retirement

Helping adult kids? Over 50% of Aussie parents do via gifts, guarantor loans, or rent-free living. Balance it without risking your retirement.

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How will you use your super?

Superannuation

Confused by super options? Ease into retirement with transition-to-retirement income streams (4-10% yearly), pensions, or lump sums. Each have tax perks, risks, and Centrelink impacts.

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