Caught in the middle: a sandwich generation that keeps on giving?
If you’re supporting generations, it could be time to check on your own financial circumstances and wellbeing. Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or under the same roof as loved ones, certainly has its benefits. But if you’re caring […]
5 things to check on with insurance through super
For many people, reviewing an insurance policy is right up there with tax returns but when was the last time you checked yours? For many people, reviewing an insurance policy is right up there with tax returns or visits to the dentist. It’s not the most palatable task, but it’s an important one that needs […]
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 […]
The eligibility age for the downsizer contribution has changed. Do you qualify?
The eligibility age for the downsizer contribution has changed. Do you qualify? If you’re thinking about selling your family home and downsizing, new rules mean you may be able to use some of the proceeds to boost your super balance. If you’re thinking about selling your family home and downsizing or moving elsewhere, you may […]
How can I start a difficult conversation about money?
How can I start a difficult conversation about money? Talking about money with a loved one can be hard at the best of times. Whatever difficult conversation you might be facing, here are five tips to help stop emotions running high. Talking about money with a loved one can be hard at the best of […]
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 […]
The cost of retirement is going up, what to do about it?
The cost of retirement is going up, what to do about it? If you’re in the lead up to retirement, you may be wondering what you can do to help keep your retirement plans on track. There’s no doubt that with hefty price increases in everyday expenses such as food, fuel and health care, your […]
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 […]