Why you should write a Will
You probably have a good idea of who you’d like to give your hard earned assets to when you’re gone. Making a Will can help ensure your assets are distributed the way you want.
Family
Five life insurance myths debunked
Life insurance can feel confusing. And with so many opinions floating around, it’s easy to buy into some misleading beliefs that may put you off getting important financial security for your life and loved ones. Let’s clear up five common myths so you can make confident, informed choices. Myth #1: “I’m young and healthy – […]
Advice for couples at tax time
Unsure how your relationship status affects your taxes? We’ve made it simple with our couples’ guide to tax. If you’re newly married, engaged or living with your partner, you might not be aware that there are some implications for your taxes. In Australia, you’re not required to lodge a combined tax return with your spouse […]
Why it’s never too early to start teaching your children about money
Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world, yet many Australians struggle with financial literacy. Vanguard’s 2024 How Australia Retires report found that only one-third of Australians were very confident or extremely confident in making financial decisions. While most Australians (56%) were very confident or […]
Getting divorced or separating
The end of a relationship is never easy, but there are steps you can take to help things run more smoothly. First steps when you separate A good first step is to try to agree on practical matters, even if it’s just for the short term. Together, decide: who will stay in the house and […]
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is […]
How Aussie parents and grandparents are investing for kids
An increasing number of parents are making regular investments into minors’ accounts. October has become a particularly busy investment month for many parents in the United States, and the activity has nothing to do with Halloween. It’s because of two, some might say, quirky annual days in the first couple of weeks of this month, […]
How to get your will sorted
Making a will is an important way to help ensure that your wishes are respected, and your loved ones are taken care of if you pass away. A will is a legal document that sets out how you want your assets, such as property, money, or possessions, to be distributed among your beneficiaries in the […]
Financial literacy for kids
Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re also an invaluable tool for learning. In honour of Book Week, here are some ideas to help kids of all ages learn about money and start developing their financial literacy. Kids aged 4-6 At this […]
Why you need insurance and what are your options
We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve asked at some point when deciding whether to part with your money. But maybe the real question should be “What if I became ill, how would we cope?” Your health […]