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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


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


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




Protecting what matters most
We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way to protect the people you love from financial stress if something happens to you.
Sep 3, 20253 min read


Strategies for an unexpected retirement
The best time to start planning for retirement is yesterday
Sep 3, 20253 min read


Is now the time to refinance your home loan?
Inflation has been heading in the right direction and the Reserve Bank of Australia has cut the cash rate three times in 2025. So, is now...
Sep 3, 20253 min read


The importance of nominating a beneficiary for your super
We all work hard to build a healthy super balance. So, it makes sense that you'd want to understand the ins and outs of how super beneficiaries work so you can make sure your super money ends up in the right hands if you die.
Jun 3, 20253 min read


Big changes ahead for Aged Care
Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged Care Quality and Safety, and this year is no exception.
Jun 3, 20253 min read


Why investors need to be aware of the psychology of investing
Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events.
Jun 3, 20257 min read


7 ways to get ready for tax time
The end of financial year on 30 June 2025 is fast approaching so here's a quick checklist to help you prepare.
Jun 3, 20253 min read


End of financial year tax tips for investors
Tax time might not be everyone's favourite season, but it is a great chance to tidy up your finances.
Jun 3, 20253 min read


Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return?
May 21, 20253 min read
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