For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future. With a staggering 40% of single retired women living in poverty, this article takes the reader through a case study demonstrating how a financial adviser can assist and boost superannuation before retirement, ensuring the gender pay gap is minimised.

With finances often stretched around the holiday season, this article is designed to engage your clients with a quick three-minute checklist to ascertain if their financial situation is on track heading into the new year. A 12 question checklist is included within the article.

This article discusses the financial stresses experienced by those living with, or caring for, a disabled loved one. With the use of a case study the article explains how seeking financial advice can help achieve a better future, not only for your loved one, but for the entire family.

Building resilience is key to quickly recover from setbacks. While financial setbacks are inevitable, these five tips will help your readers grow and sustain wealth for the longer term.

Money mindset means something different to each and every one of our clients. Before they come to us, our clients have all had different experiences with regards to money from when they were children, all the way through adulthood and the point they find us. In this blog we break down and discuss the seven common money mindset myths.

This is an in-depth view of what’s involved in buying a home. It answers 12 questions starting with preparing (budgeting) to borrow through to explaining interest rates and a calculation to show what portion of a loan is taken up by interest.

We all want to give our children a head start in life. This three-step article will help you to instil sound financial habits in your children by setting the foundations of good money management and savings now.

When times are tough financially or unexpected bills pop up, having an emergency fund set aside can alleviate stress. Unfortunately, many people choose not to or struggle to find spare cash to put aside. This article explains the importance of an emergency fund and offers clever savings tips to get your fund growing.

This article emphasises the likelihood of needing personal insurance to cover even simple living expenses – not to mention meeting other financial responsibilities.

Pet ownership is common in Australia but few people really know how much a pet can eat into the household budget – and we’re not talking about its food. This article lays out the various costs to be considered before making a commitment to a pet.

This article discusses the power of passive income and its importance leading into and throughout retirement. A number of wealth creation strategies are explored and a call to action to speak with a financial adviser is included.

Having spent most of our lives accumulating retirement savings, it is easy to understand why retirees are fearful of spending their hard-earned nest egg. This article explains how an adviser can help evaluate the likelihood of achieving your retirement goals, as well as minimising longevity risk. Written in the eyes of the client, it is an effective piece with a meaningful call to action.

Many of us have had to change our work and lifestyle habits lately, with video calling taking the place of face to face meetings. While there have been advantages and disadvantages to this sudden trend, will the convenience of not having to leave the house for appointments mean face to face meetings will start to disappear?

Using a baseball analogy, this article provides a detailed description of the main forms of insurance – income protection, life, TPD, trauma and general insurance. Insurance inside super is also covered. Excellent to use as a special feature on insurance.

This article identifies some of the financial issues that your senior-aged clients need to be aware of when starting a new relationship later in life. Adult children may also be affected by their parents’ decisions.

As we steadily move towards a cashless society, technology such as “tap and go” has meant that Australian households are one of the most in debt in the world. This article discusses five easy ways to reign in your debt and get your savings goals back on track.

This article focuses on buying an established business (as opposed to starting one) later in life and provides a no-nonsense list of questions potential/early retirees should address if considering this option. It addresses using superannuation to purchase a business, with a focus on seeking professional guidance throughout the process.

Whether you are feeling anxious or enthusiastic about returning to the workforce, this inspiring article provides five tips to help get your resume to the top of the candidate pile and land your dream job.

This article highlights some key threats to business that many business owners forget about or don’t get around to addressing adequately – internal fraud, inability to work, and disaster management. It touches on insurance cover but focuses on issues that are not normally thought about or dealt with.

This article covers the areas that most people don’t consider when deciding to move overseas permanently or for a long period of time. It covers taxation, superannuation, insurance, estate planning, and Centrelink benefits.