Love, trust, and money: Building healthy financial relationships after divorce
When you find love later in life and after a divorce, you don’t just bring a favourite coffee order and a bunch of war stories. You bring history (even ‘baggage’). Kids, pets, houses, super balances, businesses, ex-partners, and often a few scars from how money has gone wrong before.
Three days in a room full of advisers: What actually happens
Three days at the national financial advice conference sharpened our focus on what matters most for clients: clearer explanations, stronger protection of your information and better support through major life changes.
Navigating change: What recent market moves mean for you
Despite recent gains in share markets, investor sentiment remains cautious. Debt concerns, inflation, and mixed economic data continue to weigh on confidence – and the road ahead may still be bumpy.
The real cost of being underinsured: A story too many families know
Discover how underinsurance can jeopardise your family’s financial future. Learn why comprehensive life insurance is essential for high-income earners to protect their legacy and loved ones.
Safeguard your business from illness, death or sudden exit
Unexpected exits can disrupt your business and wealth plans. Learn how buy/sell agreements, succession planning and key person insurance protect what you’ve built.
How to beat financial analysis paralysis: 6 steps to get unstuck
Feeling stuck when it comes to money decisions? Financial analysis paralysis is real – but these six practical steps can help you move forward with clarity and confidence.
Think you don’t need a Will? Think again
Estate planning isn’t just for the wealthy or elderly. Discover why it’s essential for every Australian – and the key documents that protect your wishes.
Market downturns: Strategies for maximising returns
Learn to navigate market downturns with essential strategies like maintaining long-term goals, staying invested through cycles, and seizing opportunities during lows to protect and grow your investments.
Finding purpose in retirement: Overcoming common mental struggles
Retirement brings freedom and opportunity, but also emotional and mental challenges – particularly for business owners. Discover strategies to stay purposeful, connected, and confident in this next chapter.