Lifespan
Financial literacy in the age of ‘Finfluencers’. Separating fact from fiction
15 July
There’s something genuinely positive about the rise of financial content on social media. Money was, for a long time, a topic shrouded in silence, shame, and exclusivity. Anything that gets Australians talking about budgeting, investing, and...[Read More]
Keeping on track financially in your 40s
15 July
Your 40s are a funny decade. You’re busy enough that retirement feels distant, but old enough to sense that it isn’t. The mortgage is hopefully shrinking, the kids are expensive, the career is demanding, and superannuation is that thing sitting...[Read More]
It’s time to reduce the impact of financial stress on Australian women
8 July
She manages a lot. Work, family, probably someone else’s schedule before her own. And underneath all of it, a quiet financial worry she hasn’t quite found the time to deal with. That feeling is real. And it’s far more common than most women...[Read More]
Beyond your Will: Estate Planning for today
8 July
When most people think about estate planning, they think about a Will. Whilst this is a very important piece, for many Australian families, the will is only one piece of a much larger puzzle. And the missing pieces can create serious problems at the...[Read More]
The Retirement Confidence Gap
24 June
What ASIC’s New Research Really Tells Us About Retirement in Australia I’ve been a financial planner for long enough to know that the scariest thing isn’t having too little super. It’s not knowing your current financial position. That...[Read More]
The cost-of-living inflationary crunch. What it could mean for your retirement and what you can do about it
24 June
Inflation is back, and it’s biting. Australia’s annual Consumer Price Index (CPI) reached 4.6% in March 2026, the highest since September 2023, driven by surging transport costs, persistently elevated housing costs of 6.5% per year, and food...[Read More]
Overcoming financial FOMO to make smart decisions in a social media world
17 June
There’s a particular kind of financial anxiety that didn’t really exist a decade ago. It’s the feeling you get when you see someone on Instagram has just renovated their kitchen, someone on TikTok is posting from Amalfi, and someone on...[Read More]
Financial Literacy for Life. What Schools Don’t Teach
17 June
Most of us left school knowing how to calculate the area of a triangle. Very few of us left school knowing how superannuation compounding works, how to read a credit card statement, or what a reasonable emergency fund looks like. That gap has...[Read More]
The four stages of retirement spending. Planning for change
10 June
Retirement is rarely the single, steady chapter people imagine. In reality, it unfolds across four distinct phases, each with its own rhythm, priorities, and costs. Getting your head around this shift is one of the most powerful things you can do to...[Read More]
Share markets continue to rise, however significant headwinds cloud the outlook for the year
10 June
The major themes that are dominating financial markets are: The Middle East war and the associated price increases for crude oil, natural gas and fertiliser are a threat to global economic activity. National Self-Sufficiency: Countries are...[Read More]
Staying the course when the world gets speed wobbles
10 June
If you’ve been watching the news lately, you’d be forgiven for feeling uneasy. Geopolitical tensions, persistent inflation, rising interest rates, and global trade uncertainty have created a cocktail of market volatility that’s testing even...[Read More]
We’ve been here before
3 June
Australia experienced its most painful inflation era in the 1970s, when the OPEC oil shocks pushed CPI to a peak of 17.7% in 19741. Wages and prices chased each other in a damaging spiral, interest rates climbed sharply, and real purchasing power...[Read More]
More than money: The real value of a financial planner
3 June
Do I really need a financial planner? Most people assume financial planners exist to pick winning investments. In reality, that’s a small fraction of what we do, and often not the most valuable part. Think of a great financial planner less like a...[Read More]
The art of giving: how to make your philanthropy work harder for the causes you love
3 June
There’s something deeply satisfying about giving to a cause you believe in. What’s even better? Doing it in a way that benefits both the charity and your own tax position. Charitable giving in Australia is more structurally sophisticated than...[Read More]
Small changes that create big financial results
3 June
Right now, saving feels hard. That’s not a personal failing, it’s the economic reality for most Aussie households. The average Australian has $42,246 in savings, down nearly $4,600 from the previous year1. More than a quarter of Australians...[Read More]