Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone tries to access your super and withdraw your money. An investment scam is when someone tries … Read more

Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although the RBA is lagging) and economic conditions were better than feared. – More central … Read more

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year, the rules around superannuation and taxation will inevitably change. It … Read more

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can keep or invest more of what you earn. Here’s a four step plan … Read more

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and objective. In this article, we look at three ways that may help you … Read more

Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursue your passions and interests without being tied to a work schedule. However, to make … Read more

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income When it comes to tax, your wages are just the start. Income can come from … Read more

Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own retirement, is no doubt challenging. Effective financial planning … Read more

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out how to protect yourself. Next time you like or follow a friend or a brand on social … Read more

Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps women can take today to protect and grow their finances for the future. It’s probably … Read more