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.
Lifestyle
Making the most of a salary increase
It’s exciting to get a pay rise and when you’ve earned it, you often feel like it’s a deserved reward to treat yourself with, but used in the right way it can also help you build towards a more financially fulfilling future. Typically, the more people earn the more they spend which is often unfulfilling […]
Understanding TPD insurance
Have you ever wondered what you’d do if you suffered a life-changing injury or illness that stopped you from working again? Total and Permanent Disability (TPD) insurance can help – but many people don’t know what it is or how it works. What is TPD insurance? TPD insurance provides a lump sum payment if you […]
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 – […]
How does life insurance work?
A step by step guide to help you through the decision making process. Firstly, what is life insurance? “Life insurance” is the general term we give to the range of insurance that looks after you if something unexpected happens to your body or mind. They are designed to protect your quality of life and the […]
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 you need insurance, what are your options?
Insurance; we don’t need it until we do. Learn all about the value of insurance for protecting your health, income and loved ones when life throws you a curveball. 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 […]
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 […]
Planning for retirement? Start with these 5 steps
#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement to look like. When you hear the word retirement, what do you think of? Consider the following questions: When do you want to retire? Determine your ideal retirement age, keeping in mind that it may […]
Ten tips to outwit online scammers
Scammers are constantly looking for new ways to part you from your hard earned cash. That’s why it’s so important to stay a few steps ahead when it comes to protecting your money. Losing money to fraud can have a big effect on someone’s life – it can be draining for your mental health and […]