Top 10 questions to ask your financial adviser and why a close relationship is key through lifeā€™s stages

13 February

Financial advice isnā€™t a one-size-fits-all solution; it evolves as you progress through different stages of life.Ā  Whether youā€™re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]

The importance of financial advice in living a lifestyle of choice

6 February

Life is full of milestones and changes that shape our journey.Ā  Whether itā€™s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.Ā  Navigating these transitions while maintaining a...[Read More]

Estate planning: living your best life without regrets

16 January

As you approach the golden years, itā€™s essential to not only enjoy the life youā€™ve built but also to plan wisely for the legacy you leave behind.Ā  Estate planning is not merely about drafting a will or dividing assets; itā€™s about ensuring...[Read More]

Journeys of a lifetime: how to make travel truly memorable

26 December

Travel is one of lifeā€™s most transformative experiences, offering the chance to create vivid, unforgettable memories. Whether standing in awe of breathtaking natural wonders, immersing yourself in a vibrant new culture, or taking on a personal...[Read More]

How to plan for retirement in the modern world

12 December

To prepare for retirement, thereā€™s forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]

What is meant by ā€œwellbeingā€ and how do we achieve it?

21 November

When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]

New thinking about the concept of being wealthy

14 November

Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]

Empowering Aging Parents: A Guide to Navigating Technology and Avoiding Scams

7 November

Supporting aging parents with technology is essential as it helps them stay connected, access resources, and remain safe online.Ā  Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]

Easy ways to start a fitness regime in your 60s

31 October

If youā€™re over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk of serious conditions such as heart disease, diabetes, and osteoporosis.Ā  Ā  However, starting or restarting a fitness regime...[Read More]

The Incredible Benefits of Walking Every Day

3 October

Walking is one of the simplest and most accessible forms of exercise, yet it offers incredible benefits for your overall health and well-being.Ā  Whether strolling through your neighbourhood or taking a brisk walk in nature, walking daily can lead...[Read More]