Legacy or liability? Planning a smooth wealth transfer
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
24th November 2025
Insights
How mortgage debt is reshaping retirement for Australians
Mortgage debt is impacting the confidence of many retirees Vanguard’s How Australia Retires 2025 report reveals a concerning trend: more Australians are expecting to enter
24th November 2025
Relationships and money
Making plans to move in with your partner or share finances can be exciting. Knowing your financial and legal responsibilities, and where to get help
17th November 2025
The principles behind smart borrowing to invest
What makes a smart investor? Australians are living longer and experiencing higher house-to-wage ratios. It makes good sense to consider how you can achieve a
17th November 2025
Beware pushy sales tactics targeting your super
How to keep your super safe The Australian Securities and Investments Commission (ASIC) has warned Australians to beware of high-pressure sales tactics aimed at getting
17th November 2025
1 in 3 Australians in their late 60s are still working, new HILDA survey shows
Australia has seen a dramatic transformation of retirement over the past 20 years, with more Australians delaying retirement than ever before, reshaping expectations for later
17th November 2025
Five building blocks that could lead to a more confident retirement
Vanguard’s newly released How Australia Retires 2025 report explores how Australians prepare for and experience retirement. Based on a nationally representative survey of 1,800 Australians
10th November 2025
Cash reserves hit new records but avoid the traps
Why holding too much cash could burn a hole in your investment returns Monthly data just released by the Australian Prudential Regulation Authority (APRA) shows
10th November 2025
Thinking about retirement
We can help you plan for retirement and meet financial challenges when you’re retired. You may be at a point in your life where you’re
27th October 2025
Boost your super savings
What’s your super strategy? Creating a strong super strategy is crucial to setting yourself up for success later in life. Starting now and making small
27th October 2025
Find lost super
If you’ve ever had a job in Australia, even short-term, your employer probably paid money into a super fund for you. This money is yours
27th October 2025
Australia’s economy shows best result in two years as consumer spending picks up
The Australian economy picked up strength in the June quarter as consumers opened their wallets, boosted by interest rate cuts earlier in the year. New
27th October 2025