We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve asked at some point when deciding whether to part with your money. But maybe the real … Read more

When it comes to investing, you have two options – inside or outside of super. Super, being a longer term investment designed to fund your retirement, comes with a number of advantages such as being lightly taxed (which can mean, … Read more

In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning a collective 3.25 million homes1, are everyday Australians – skilled tradies, small business owners and professionals. If you’re a property … Read more

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