Important signs your Will may need an update
When was the last time you reviewed your Will? Learn the common life events that can date your current Will By: Loshin Gammampila and Katerina Peiros, Hartwell Legal Most people put a Will in place and breathe a sigh of relief. It can feel like a big weight off your shoulders, a satisfying tick off […]
What is inflation risk, and what can I do about it?
Inflation; it’s one of the most talked about topics right now. But what can it mean for your longer term financial position? Watch now Next Steps ⦁ If you re concerned about inflation risk – identify the strategies that could work for you to avoid this risk
Facing into fear: the key to a smooth transition into aged care
Facing into fear: the key to a smooth transition into aged care Find out what can be done to create a smoother and less daunting transition. We talk to Louise Biti from Aged Care Steps The prospect of leaving home and moving into an aged care facility can be an extremely daunting one, not only […]
Why your future self could hold the key to growing your super
Why your future self could hold the key to growing your super How is your super tracking? Do you find it easy or challenging to prioritise saving for retirement? We’ll discover why Watch the video Next Steps Produce a computer-generated aged version of yourself to make a connection with your future self. You will find […]
Reflections on a year gone by
Reflections on a year gone by Taking some time out to reflect on the past twelve months can help set you up for a good year ahead. As the year comes to a close, many of us like to look back on the months passed and reflect on what we’ve achieved. Whether this has been […]
Avoid these pitfalls when passing on your wealth
Avoid these pitfalls when passing on your wealth Passing on your wealth to the next generation can come with complexities. Lawyer Katerina Peiros shares some common pitfalls to watch out for. As parents, we may often worry about the financial wellbeing of our children (whilst we’re still alive, and once we’re no longer around). One […]
2022-23 Budget: A wrap up of proposed new super measures
2022-23 Budget: A wrap up of proposed new super measures Read about the new budget measures that may impact your superannuation and retirement With a change of government earlier this year, the Albanese Government handed down an updated 2022-23 Federal Budget on 25 October 2022. Below we recap on some of the key proposed superannuation […]
Responsible investing and does this mean sacrificing returns?
Responsible investing and does this mean sacrificing returns? With a growing demand for ethical and responsible investment options in Australia, we chat to Simon O’Connor, CEO of the Responsible Investment Association Australasia Simon, what makes an investment responsible, and how, if at all, does responsible investing differ from ethical investing or ESG investing? Responsible investment, […]
What’s the difference between good & bad debt?
What’s the difference between good and bad debt? Getting debt under control can feel empowering but not all debts are considered ‘bad’ Not all debts are the same. Some debts can be needed to help you get ahead in life, achieve your goals, and help you build wealth. Generally, these are known as good debts. […]
Sequencing risk & why it can matter to your super balance
Sequencing risk and why it can matter to your super balance If you’re nearing retirement, it’s important to make sure you understand sequencing risk and how to manage it. Watch the video Next Steps If you are near retirement, think about when you might be retiring Assess whether your investment choice for your super […]