A comprehensive guide to managing your personal finances
Personal financial planning is essential at any age. It provides a safety net for you and your family and helps you make informed decisions. Many adults are concerned with key topics like retirement and investing, showing its wide importance.
Top 5 legal issues in estate planning — and why professional advice matters
Estate planning goes beyond just writing a will—it protects your wealth, supports loved ones, and minimizes legal and tax issues after you’re gone. However, many Australians delay planning or use generic templates, risking costly disputes, extra taxes, and outcomes that don’t match their wishes.
The top 5 goals of retirees – and why good advice makes all the difference
Retirement is a new chapter filled with opportunity and uncertainty. After years of work, many retirees ask, "What’s next?" Though answers differ, five common goals often stand out.
Top 5 goals for business owners: Taking an idea to market
Starting a business begins with a spark—an idea worth pursuing. But turning that idea into reality needs more than passion; it demands strategy, resilience, and clear goals. For business owners, the right goals turn an idea into a successful, thriving brand.
Helping kids with managing living expenses before becoming independent
When a child leaves home, it brings parents mixed feelings—sadness, apprehension, and relief—while children often feel excitement. Whether during the teenage years or later, this milestone marks their step toward independence.
Debt recycling explainer: Turning debt into wealth
For many, debt is a burden to clear quickly, with paying off a mortgage seen as a top goal. But debt recycling flips this idea—using debt strategically to build wealth. It’s powerful but complex, involving debt, investments, insurance, and planning, so expert advice is essential.
Caution urged on supposedly ‘balanced’ super funds
A financial planner warns that some super funds’ “balanced” options are now heavily weighted toward risky “growth” assets. Alex Jamieson of AJ Financial Planning says providers may be “gamifying the system” to boost returns in these funds.