Latest News and Articles
Updating Centrelink: When assets go down
As evidenced in the strategy suggested by Andrew Dunkerley for June and Marcus, a downturn in assets is not 100% negative for those...
Centrelink reporting and payment dates: Easter and Anzac Day 2025
Easter holidays and Anzac day mean that your Centrelink reporting and payment dates may change. Here are the main dates you need to know:...
Losing your home to disaster: Retirees facing property loss
When disaster strikes, the emotional and financial toll can be overwhelming. For retirees, losing a home - whether due to fire, flood, or...
How to keep calm and carry on when markets tumble
Last week Jeremy Duffield wrote about ways to understand and manage economic volatility. We received a lot of feedback on this article as...
When markets are diving: How to navigate volatility
The recent declines in the Australian and global share markets, driven by the US tariff announcements, may be unsettling. Today’s article...
Passing the baton: Retirement, legacy, and the Bank of Mum and Dad
Navigating the complexities of retirement planning and intergenerational wealth transfer is increasingly important for Australian...
Tariff changes and subsequent market fall
Barry told us that he was ‘freaking out’ with the tariff changes and subsequent market fall. Sharon’s clients, Ben and Mary had similar...
Insurance in super: Delayed claims and what this means for you
Are you one of the many superannuation members who have insurance cover attached to their accounts without even realising it? Recent...
Affording retirement after the trip of a lifetime to Rio
We’ve all made that crazy, quick decision to buy something special. And then wondered at leisure if we could afford it. That’s what...