Media


Preparing for the Next Chapter – Retirement

Retirement means starting a new chapter of your life, one that gives you the freedom to create your own story. You decide exactly how you want to spend your time. Read more…




How to Manage Rising Interest Rates

Rising interest rates are almost always portrayed as bad news, by the media and by politicians of all persuasions. But a rise in rates cuts both ways. Higher interest rates Read more…




Retirement Income on the House

Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – Read more…




Four Ways to Improve the Probability of a Good Retirement

By Robert C. Merton, PhD Nobel Laureate and Resident Scientist at Dimensional. Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, Read more…




Kicking financial goals in 2022

Tips for setting your financial goals for 2022




2021 Year In Review

Australia key indices December Share markets 2021




Estate Planning

If you are in the process of estate planning, you may be questioning the appropriate inheritance to leave your children. Leaving an inheritance to your children is a wonderful and Read more…




Money & Life Issues facing Australians in 2021

In August and September 2021, the FPA again surveyed 2,005 Australians to discover how the COVID-19 pandemic and consequent economic lockdowns had affected their work, income, financial habits and outlook.




Responsible Investing on the Rise

For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want to be assured that Read more…




13 worst performing superannuation funds – what does this mean for YOU?

The Australian Prudential Regulation Authority (APRA) recently released a report on the assessment of 76 MySuper products. This report compared all 76 superannuation products against each other, taking into account Read more…




What’s Your Money Personality?

Our childhood upbringing can have a significant influence upon our attitudes with money as an adult. When growing up as a child, was money spent freely in the household, or was it a cause of Read more…




Aged Care – Costs, Considerations and Concerns

Choosing how you age is not just about accommodation for you or your family. Aged Care brings up many questions such as Costs, Considerations and Concerns. There are also a Read more…




You need to make a “new normal” to enjoy ageing

George Vaillant conducted years of research from the Grant Study that launched in 1939 to identify that in his work ‘Ageing Well’, he wrote “…it is social aptitude, not intellectual Read more…




How Do You Know When You Are Ready For Retirement?

How Do You Know When You Are Ready For Retirement? What does a successful retirement look like to you?   The most common questions that I get asked are: – Do Read more…




The ‘Your Guide To’ Series For Retirement Planning

The ‘Your Guide To’ Series For Retirement Planning Guide 1: Salary Sacrifice 1. Your Guide to Salary Sacrifice Guide 2: Transition to Retirement 2. Your Guide to Transition To Retirement Read more…