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John and Sara have both worked hard over the years to provide a comfortable lifestyle for their family. It’s their time now – the children have left home and their youngest child is recently married. They feel they only want…

Today, employees at age 40 are at a mid-point in their careers, making it a natural time to take stock and plan for the future. People in their late thirties or early forties might not be able to cope with…

Many Australians own homes that are now worth far more than they still owe on their mortgages. With a home equity loan, you can unlock that “equity”.   What is home equity? You’ll hear a lot about equity in relation…

So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential difficulties and ensuring success. Know your goal Understanding your financial…

A permanent injury or illness can make it difficult or impossible to return work. TPD  insurance can provide a financial safety net to help support you and your family, and pay for medical and rehabilitation costs.   What TPD insurance…

For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. And while the new-found status of “retiree” sits well with some, for others it’s a different story. It…

This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges of the Covid pandemic. For equity markets, the ‘valuation reality check-up’ cycle looks to have…

Savings accounts help your money grow faster by offering a higher interest rate than everyday transaction accounts.   Get the highest interest on your savings Savings accounts usually earn more interest than other accounts. They’re usually online, and don’t have…

How often do these changes happen? Pensions are indexed twice a year to take into account inflation and increases to the cost of living. Before this year, the last increase to the Age Pension was in March 2020 – despite…

We’ve all been itching for some travel lately, and where better to go than our very own Tasmania? While it may be Australia’s smallest state, Tasmania offers a true abundance of enriching experiences, making it an incredible vacation destination that…

Andrew and Hannah are a young, married couple with no children. They both have good jobs but earn a modest income. Their only major debts are their mortgage and a personal loan for their car. They have never considered seeing…

Retirement is one of those things we dream about in life – your working days are over, and you’ll have the freedom to choose what you want to do and when you want to do it, every day for the…