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Understanding powers of attorney, enduring powers of attorney and advance care directives, and why getting advice matters
8 January
As we move through life, we plan for many things — work, family, retirement and finances. Yet one area that is often overlooked is planning for a time when we may not be able to make decisions for ourselves. This is where documents like a Power of...[Read More]
The Australian dream rewritten: How the next generation can still own a home
8 January
For generations, property ownership in Australia was the ultimate milestone. Finish school, get a job, buy a house, raise a family. It was more than a financial goal — it was part of our national identity. But today, that dream feels very...[Read More]
Happy new ‘calendar’ year: A smarter start from a tax and accounting perspective
8 January
The start of a new calendar year is more than just a fresh page in the diary — it’s an opportunity to reset, refocus and set yourself up for a smoother financial year ahead. From a tax and accounting point of view, January is the perfect time to...[Read More]
Spin the globe. This time, it lands where nature is in charge.
8 January
You spin the globe hard—no cities in mind, no comfort zones. Your finger slides past borders and capitals and stops where the land looks raw, almost unfinished. This isn’t a trip you visit. It’s a trip you submit to. Patagonia (Chile &...[Read More]
Key differences between self-managed super funds (SMSF) and conventional super
8 January
Superannuation is an essential part of planning for retirement in Australia. For most people, it quietly grows in the background through employer contributions and investment earnings. But did you know there’s more than one way to manage your...[Read More]
Top 10 strategies for successful commercial real estate investment
8 January
When considering the purchase of commercial property, it’s crucial to take a strategic approach, as the implications of your decisions can significantly affect your financial outcomes. Here are some key factors to consider: Top 10 Factors...[Read More]
Becoming an empty nester: When the house gets quieter, and life gets louder
25 December
There’s a moment many parents aren’t prepared for. The bedroom door stays open, but the bed is neatly made. The car that once filled the driveway is gone. The daily rhythms of school runs, packed lunches, late-night talks, and background noise...[Read More]
Retirement isn’t an age — it’s a financial position
1 January
For decades, retirement has been framed as a milestone tied to age. Sixty-seven has become a default finish line — the point at which work stops and “retirement” begins. But this traditional view no longer reflects reality. Retirement is not...[Read More]
Helping an older loved one feel ready for aged care
1 January
Here are five practical, compassionate tips to help an older person move to aged care or a retirement home—and, just as importantly, to help them feel on side and able to speak positively about this next chapter of life. While “getting...[Read More]
10 Smart end-of-year moves to set yourself up for a successful 2026
25 December
As the calendar year winds down, many people switch into holiday mode and plan to “reset” in January. While rest is important, this final stretch of the year is actually one of the most powerful times to prepare for a healthier, wealthier, and...[Read More]