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Navigating grief in the aged care system: why support must start long before end-of-life
New research shows grief in aged care begins long before death, starting at the moment a loved one enters residential care. Families describe a long, evolving journey shaped by loss of role, communication, and meaningful rituals – pointing to the need for grief support across the entire aged care experience.
6 days ago4 min read


What the RBA wants Australians to do next to fight inflation - or risk more rate hikes
When the Reserve Bank of Australia (RBA) board voted unanimously to lift the cash rate to 3.85% in February, the decision was driven by one overriding concern. It wants to stop the rising cost of living from becoming entrenched.
6 days ago3 min read


Managing unexpected retirement
Stopping work is a big shift – especially when you haven’t planned for it.
6 days ago5 min read


The EOFY jobs that might matter more than you think
As the end of the financial year (EOFY) approaches, investors often focus on topping up super, maximising deductions, prepaying interest or reviewing portfolios. While these are all valuable activities, there are some less obvious tasks that can have a big impact on your tax position, wealth preservation and long-term planning outcomes.
6 days ago3 min read




Market Update - Investment markets and key developments
US shares fell over the last week on the back of ongoing concerns about AI disruption, excessive related capital spending and tech sector valuations.
Feb 1710 min read


What is life cover
A sudden death can place financial stress on those who depend on you. If this happens, life cover can help them pay the bills and other living expenses.
Feb 104 min read


Protect & grow wealth in uncertain times
Interest rate swings, market volatility and global tensions make one thing clear: wealth management needs both protection and growth strategies to thrive.
Feb 45 min read


Preparing for an inheritance
What role will an inheritance play in your long-term wealth strategy? If the ballpark numbers are at least remotely close, the amount of assets set to be transferred from one generation to the next in Australia over the coming decades will amount to trillions of dollars. ...
Jan 224 min read


The investment Outlook for 2026 - expect a rough, but ultimately, ok ride
Despite uncertainty around US President Trump’s policies, geopolitics and interest rates, 2025 saw strong investment returns on the back of falling interest rates, solid economic and profit growth globally and expectations for stronger profit growth in Australia. AI enthusiasm boosted US shares although they were relative underperformers globally.
Jan 208 min read


Lessons learnt in 2025
This year in the US there were many important policy changes. The main one was the increase to tariffs under Trump 2.0. Trump threatened to increase tariffs to above 30% in April (“Liberation Day”) from ~3% at the start of the year, which would have taken US tariffs to their highest level since the late 1800’s.
Dec 18, 20256 min read


Your money, your priorities
Investing may be all about the numbers - growth, returns and risk - to build a secure future but increasingly investors are interested in an even more meaningful approach
Dec 9, 20253 min read


How generosity can be part of your financial plan
It's the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill?
Dec 9, 20253 min read


How to spot a scam website
Recently, there was an alert about the ASIC Moneysmart website being impersonated. It's part of a growing - and increasingly sophisticated - trend of scammers targeting reputable, high traffic websites.
Dec 9, 20255 min read


How much super should I have
How much super should I have is a common question. But when it comes to how much super (or other savings) you'll need for retirement there's no single right number.
Dec 9, 20254 min read


Tips for a budget-friendly festive season
The festive season is a time to celebrate, relax and connect with loves ones, but it can also put extra pressure on the household budget.
Dec 9, 20253 min read


Market Update
Global shares mostly rose over the last week but had a messy ride. While US shares initially rose strongly on the back of the end of the Government shutdown the gain for the week was erased to just 0.1% as hawkish commentary by some Fed officials saw market expectations for the probability of a December rate cut fall back to around 45% and as valuation concerns weighed on tech/AI related stocks.
Nov 18, 202511 min read


Market Update - Investment markets and key developments
US and European share markets fell sharply on Friday in response to the latest threatened re-escalation in the trade ware between the US and China
Oct 14, 202510 min read


Gold at record highs - can it keep going? Implications for investors
Since the start of last year gold has made a succession of record highs. But what’s driving it? Is it a forewarning of more high inflation, or something more serious? Is gold something investors should have in their portfolios?
Sep 17, 20257 min read


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