News & Articles
Stay up to date with our latest news and articles
Tax changes – what it will mean to me
Prime Minister Anthony Albanese has announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it means to...
What is a reverse mortgage?
A way for retirees to unlock the equity in their homes. The reverse mortgage or equity release loan is a relatively new mortgage product that has been created for retirees who are asset-rich but cash-poor. Reverse mortgage or equity release loan – what is it? If...
Reverse mortgage and home equity release
If you're age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk involved and a long-term financial impact. Get independent financial or legal advice before you go ahead. How home equity release works...
Returning to work after retirement
Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap. With unemployment rates at...
Marketing Movements & Economic Review –May 2024
Stay up to date with what's happened in markets and the Australian economy over the past month. As eyes turn to the 2024-25 Federal Budget, stronger-than-expected domestic inflation was recorded for April. The markets have been subdued due to geopolitical...
Managing your financial health
Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial goals. Financial health is made up of three components: the ability to...
Seven lasting impacts from the COVID pandemic
Key points - Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions; higher inflation; worse housing affordability; working from home; and a faster embrace...
April Newsletter
April 2024 Life goes on :- Market continue to surprise- Expectations of interest rate cuts later this year in Australia & the United States and overseas- Household wealth up by 2.8% for 5th straight quarter, largely due to increasing houseprices & share...
Getting your bounce back
Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time". While it’s somewhat comforting to know you’re not alone,...
Spark up your life and others by being a connector
We all know them. The people who seem to know everyone and effortlessly make connections within their network. While it’s wonderful to know a ‘connector’, we can also develop those qualities and become a connector ourselves. Maxwell Gladwell coined the phrase in...