In this section you’ll find links to useful tools and resources covering a range of financial topics.
Resources
LATEST ARTICLES

Investments |
Financial Planning for Australian Families: Balancing Needs and Wants
December 7, 2023

Lifestyle |
Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home
November 13, 2023

Retirement |
Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond
November 10, 2023
SEARCH PREVIOUS RESOURCES
Budgeting

How Much Money Should You Keep in Cash?
September 28, 2023

How to Prepare for Large Expenses
August 30, 2023

How to Put an End to Overspending
August 28, 2023

Building Your Financial Buffer: What You Need to Know About Emergency Funds
May 15, 2023

Simple tips to help you save
November 21, 2022

How much of my salary should I spend?
September 29, 2022

Should I pay off my HECS debt or Invest?
October 8, 2021

How do I save for an emergency fund?
September 29, 2021

Should I save or invest my money?
May 4, 2021

How to Start a Budget
April 29, 2021

Top Financial Tips for 2021
January 21, 2021

The Importance of Budgeting
December 21, 2020

Budgeting
September 20, 2018
Debt
Estate Planning

Overcoming financial uncertainty after the loss of a spouse
August 1, 2023

What do I need to know about estate planning?
November 8, 2022

What is a deed of variation?
January 27, 2022

What is an Enduring Power of Attorney?
July 14, 2021

Personal Succession Planning
November 16, 2020

Member Incapacity & Enduring Power of Attorney
November 4, 2020

Wills
September 26, 2019

Estate Planning and Property
October 4, 2018
Financial Planning

Financial Advice for Families and Parents – the Key to a Secure Future
October 19, 2023

Flat Fee vs Percentage-Based Fees: Which One Works Best for Your Financial Advice?
October 12, 2023

Think you can’t afford financial advice? Think again.
May 5, 2023

An analysis of Dollar Cost Averaging as an investment strategy
March 27, 2023

Why companies should consider offering financial advice for employees
March 9, 2023

What are the risks of not getting financial advice?
September 6, 2022

What are the top financial tips for a new financial year?
July 6, 2022

How do global events affect my finances?
April 20, 2022

What are the best sources of financial advice?
April 1, 2022

How financial stress can be detrimental for employees’ productivity
March 29, 2022

What happens when I engage with a financial adviser?
January 25, 2022

How can I set financial goals in 2022 that I will actually achieve?
January 13, 2022

Why do costs matter?
December 14, 2021

What is a Statement of Advice and do I need one?
November 10, 2021

Why a man is not a Financial Plan
July 30, 2021

Should I do a background check of my financial adviser?
June 29, 2021

Cost of financial advice
June 24, 2021

Financial organisation ahead of retirement
May 28, 2021

How to Choose your Financial Adviser?
April 7, 2021

Financial Lessons from COVID-19
September 28, 2020

Pensioner’s Loan Scheme
December 12, 2019
Government

Recent changes to the downsizer superannuation contributions
December 6, 2022

How to invest in a bull and bear market?
October 6, 2022

What is inflation and do I need to worry about it?
February 16, 2022

What is stagflation and should you fear it?
November 2, 2021

How was the Government responded to COVID-19 in 2021?
September 23, 2021

Quantitative Easing
April 9, 2020

Government Stimulus Package in response to the Coronavirus
March 26, 2020
Insurance

Are you losing money on Insurance Commissions?
February 2, 2023

How can I reduce the cost of my life insurance premiums?
August 16, 2022

What do I need to know about life insurance?
July 27, 2021

Insurance In Retirement
May 7, 2020

Costs Without Life Insurance
April 16, 2020

Stepped vs. Level Premiums
September 6, 2019

Insurance
October 4, 2018
Investments

Financial Planning for Australian Families: Balancing Needs and Wants
December 7, 2023

Financial Wellness: Building a Stronger Financial Future
October 26, 2023

The Value of Consistent Investing
September 21, 2023

Saving vs Investing: What’s the Difference
August 17, 2023

The Financial Implications of Estate Distributions
June 22, 2023

Secure Your Child’s Financial Future: Investing for children
June 15, 2023

What is a re-contribution strategy?
May 25, 2023

The Basics of Internal Gearing
May 18, 2023

Navigating Economic Challenges: The Pros and Cons of Inflation
May 12, 2023

Does Inheritance Tax exist in Australia?
April 20, 2023

An analysis of Dollar Cost Averaging as an investment strategy
March 27, 2023

What is Sustainable Investing?
January 19, 2023

Mergers and Acquisitions: BHP Petroleum and Woodside
November 29, 2022

A beginner’s guide to stock splitting
November 10, 2022

How frequently should I be checking my investment returns?
November 2, 2022

What’s the difference between a real and a paper loss?
October 26, 2022

To invest or not invest? Common roadblocks faced by young investors
October 20, 2022

What is the power of perspective when investing?
August 3, 2022

How to invest like a high-net-worth investor?
July 21, 2022

How do I cope with market volatility?
June 30, 2022

What are the best ways to deal with market volatility?
June 14, 2022

What are the financial tips your future self will thank you for?
May 3, 2022

What to invest in when inflation is on the rise?
April 7, 2022

How financial stress can be detrimental for employees’ productivity
March 29, 2022

Why is it important to invest on FACTS and not FOMO?
March 24, 2022

Are your emotions ruling your investment strategy?
March 22, 2022

Should I invest in Cryptocurrency?
March 14, 2022

What the heck is ‘Fintech?’
March 3, 2022

Am I investing or gambling?
February 18, 2022

What is asset allocation and why does it matter?
February 11, 2022

How should I invest an inheritance?
January 20, 2022

What is portfolio rebalancing and does it affect me?
December 8, 2021

Should I invest in property or ETFs?
December 2, 2021

Will bond prices impact my shares?
November 4, 2021

What are sector-specific ETFs?
October 28, 2021

How do I overcome the fear of investing?
October 19, 2021

Risks of NOT investing in the Stock Market
October 15, 2021

Is it worth investing in fixed income assets?
October 14, 2021

Should I pay off my HECS debt or Invest?
October 8, 2021

What are the benefits of regularly investing?
September 16, 2021

What is Dollar-Cost Averaging?
September 10, 2021

ETFs vs Managed Funds: Which is the best investment for you?
September 2, 2021

What are share buybacks?
August 31, 2021

Should I invest in shares or property?
August 10, 2021

What are the benefits of long-term investing?
July 20, 2021

How to buy shares in super?
July 6, 2021

Should I save or invest my money?
May 4, 2021

Is home ownership a good investment? What are the costs of purchasing a property?
April 23, 2021

Ethical Investing
December 17, 2020

‘Time in the Market vs Timing the Market’: A Guide to Long-Term Wealth for New Investors
November 11, 2020

Is Investing In Bonds Safe?
October 20, 2020

The Core and Satellite Portfolio Approach
October 13, 2020

ETF Myths Debunked
October 7, 2020

Do you know your risk profile?
September 21, 2020

Comparing ETFs and LICs with Managed Funds
September 7, 2020

Asset Allocation Strategies
August 25, 2020

Exchanged Traded Funds (ETFs)
August 10, 2020

Making the most of your redundancy
May 21, 2020

Investing In Property
April 30, 2020

Investment Fundamentals – The Benefits of Long-Term Investing
March 16, 2020

Gearing
January 8, 2020

Basics of Trusts
November 28, 2019

How Superannuation Funds Invest Your Money
October 10, 2019

The Basics of Concessional and Non-Concessional Contributions
September 17, 2018
Lifestyle

Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home
November 13, 2023

Managing Your Money Through a Career Transition
September 7, 2023

How to gain financial independence from a controlling spouse
July 20, 2023

Why you should prioritise your Financial Wellbeing
June 1, 2023

Navigating Divorce: A Financial Guide for a Smooth Transition
March 31, 2023

How to achieve your financial New Year’s Resolutions
January 12, 2023

Recent changes to the downsizer superannuation contributions
December 6, 2022

How to protect yourself against scams
September 26, 2022

How financial stress can be detrimental for employees’ productivity
March 29, 2022

Do I need to teach my kids about money?
November 24, 2021

Should I pay off my HECS debt or Invest?
October 8, 2021

What happens to my finances after divorce or separation?
May 12, 2021

Five healthy facts to keep you at your best
February 26, 2021

Top Financial Tips for 2021
January 21, 2021

International living
June 26, 2020

Tips for stress free travel
June 5, 2020
News Updates
Property

Investing in Superannuation versus Property: which one generates better long-term returns
April 14, 2023

Should I invest in property or ETFs?
December 2, 2021

Will Rising Home Loan Rates Impact me?
November 16, 2021

What are the benefits of co-owning a property?
July 8, 2021

Is home ownership a good investment? What are the costs of purchasing a property?
April 23, 2021

Keys to Destressing your Mortgage
March 26, 2021

Keys to de-stressing a mortgage
July 24, 2020

Downsizing
May 14, 2020

Investing In Property
April 30, 2020

Reverse Mortgages
October 24, 2019

Downsizing Rules
December 5, 2018
Retirement

Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond
November 10, 2023

The Role of Superannuation in Your Retirement Planning
November 3, 2023

How much money do you need to retire?
April 27, 2023

Guiding Your Loved One’s Transition to Aged Care
April 6, 2023

Recent changes to the downsizer superannuation contributions
December 6, 2022

What are the benefits of a pension refresh strategy?
July 18, 2022

How much money do I need to retire?
March 1, 2022

What do I need to know for my transition to retirement?
December 1, 2021

How should I plan for retirement?
October 21, 2021

Financial organisation ahead of retirement
May 28, 2021

Planning for Retirement? What do you need to know?
April 27, 2021

What do I do with my super when I retire?
April 20, 2021

Is an SMSF right for you?
February 9, 2021

Gifting
November 23, 2020

Pension Refresh Strategy
October 26, 2020

2020-21 Superannuation and Retirement Planning Opportunities
July 17, 2020

Downsizing
May 14, 2020

Planning For Retirement As An Empty Nester
April 23, 2020

Financial Organisation Ahead Of Retirement
April 2, 2020

Tax on Super & Pension Accounts
January 10, 2019

Downsizing Rules
December 5, 2018

Transition to Retirement Income Stream (TTR)
November 5, 2018
Superannuation

Why Superannuation is the Most Tax Effective Investment
December 1, 2023

The Role of Superannuation in Your Retirement Planning
November 3, 2023

Understanding your superannuation fees
June 9, 2023

Investing in Superannuation versus Property: which one generates better long-term returns
April 14, 2023

What is the Bring Forward Rule?
March 1, 2023

Recent announcement about the Transfer Balance Cap
February 9, 2023

Understanding the Superannuation Guarantee
January 25, 2023

Understanding types of super contributions
December 23, 2022

What are the benefits of a pension refresh strategy?
July 18, 2022

Is a Self-Managed Super Fund (SMSF) right for me?
May 11, 2022

Superannuation legislation has changed. Does this affect you?
February 24, 2022

What are the benefits of contributing to super early?
January 12, 2022

What are catch-up contributions?
September 15, 2021

Are you in the right super fund?
August 26, 2021

What happens to my super when I die?
August 19, 2021

What are the differences between wrap and industry super funds?
August 17, 2021

How To Guide: Super Contributions
July 15, 2021

How to buy shares in super?
July 6, 2021

What is Superannuation?
July 2, 2021

What super contributions are available to me?
June 16, 2021

Is an SMSF right for you?
February 9, 2021

Taxation and your Super
January 17, 2021

Pension Refresh Strategy
October 26, 2020

2020-21 Superannuation and Retirement Planning Opportunities
July 17, 2020

When To Review Your Super
November 7, 2019

Updates to Superannuation – Guide for New Legislative Changes in 2019
October 17, 2019

How Superannuation Funds Invest Your Money
October 10, 2019

Self-managed Super Fund (SMSF)
August 29, 2019

Tax on Super & Pension Accounts
January 10, 2019

Super Basics
October 4, 2018

Mark Welch – Superannuation
September 23, 2018

Super Catch-up Concessional Contributions
September 18, 2018

The Basics of Concessional and Non-Concessional Contributions
September 17, 2018
Tax
Wealth Growth

How Debt Recycling can help you accelerate your wealth creation
July 11, 2023

An analysis of Dollar Cost Averaging as an investment strategy
March 27, 2023

What are the benefits of staying invested?
October 4, 2022

Is Australia in a recession?
August 25, 2022

What are the best tips for tax time?
August 9, 2022

How to invest like a high-net-worth investor?
July 21, 2022

Is super or property a better investment for me?
June 8, 2022

Are your emotions ruling your investment strategy?
March 22, 2022

What do I need to know about dividends?
March 17, 2022

How does inflation impact my investments?
October 6, 2021

What are the top financial tips for high-income earners?
August 5, 2021

Do I need a trust fund?
August 3, 2021

Top Financial Tips for 2021
January 21, 2021

The Core and Satellite Portfolio Approach
October 13, 2020

Financial Lessons from COVID-19
September 28, 2020

Comparing ETFs and LICs with Managed Funds
September 7, 2020

Asset Allocation Strategies
August 25, 2020

Investment Fundamentals – The Benefits of Long-Term Investing
March 16, 2020

Gearing
January 8, 2020