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Tips for Managing Money in Retirement

Aussies are living longer than ever before, with men expected to live until age 80 and women until age 85. However, an increased life expectancy also means Australians may spend longer in retirement than previous generations, and in turn, need … Read more

Five Questions to ask before Plunging into an ETF

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets, industry sectors and strategic … Read more

Economic and market overview

Economic and market overview

Equity and bond markets bounced back hard from disappointing returns in June, amid suggestions that rising interest rates in key regions will help bring inflation under control. Australian shares registered gains of more than 5%. Most major overseas share markets … Read more

Did you know gifting can impact your Age Pension?

Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be a great way to help out younger family members or friends. But before you gift a significant amount, it’s important … Read more

Australians are losing more money to investment scams

Australians are being urged to be extra diligent when it comes to investment opportunities that look too good to be true. According to Scamwatch, Australians lost over $205 million to scams between 1 January and 1 May this year – … Read more

Can infrastructure protect from inflation?

It’s an important question as prices rise around the world fuelled by soaring energy and commodity costs, supply chain constraints and a geopolitical retreat from globalisation. In Australia, headline inflation is expected to reach 5 per cent by the end … Read more

All about Wills and Probate

Probate is the legal process that occurs when dealing with a loved one’s will after their death. It can be difficult to know what’s involved with the process and the questions to ask. What is Probate? Probate is the process … Read more