2026

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts

Most people arrive at their first serious retirement conversation with a number in mind. $1 million. $1.5 million. $2 million. It might come from something

After nearly 20 years of working with clients, one thing I’ve learnt is that having enough money and feeling financially secure are not always the

For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer living conditions and better healthcare

You can spend 30 or 40 years building your wealth and still reach retirement wondering whether you’ve done enough. For many of the people we

Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July

Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a career change or the transition

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies

Most Australians believe the biggest challenge in retirement is saving enough money. It isn’t. The biggest mistake is assuming that once you’ve accumulated enough wealth,

Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian

Ask someone what retirement planning is and they’ll probably say, “Saving enough money.” They’re only half right. After almost 20 years of working with Australians,