Retirement
Estate planning: living your best life without regrets
16 January
As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind. Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]
Starting a business after retirement: turn your passion into profit
9 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Estate planning: preparing for life’s uncertainties
26 December
Estate planning is essential to ensure that your wishes are honoured and your loved ones are cared for, even in unexpected circumstances. The last few years have highlighted the importance of being prepared for life’s uncertainties, prompting...[Read More]
Journeys of a lifetime: how to make travel truly memorable
26 December
Travel is one of life’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]
Legal support for the elderly: a vital resource for aging with dignity
12 December
As individuals age, they face unique legal challenges that can impact their quality of life, independence, and financial security. Elder law, an emerging area of legal practice, is dedicated to addressing these challenges and providing tailored...[Read More]
How to plan for retirement in the modern world
12 December
To prepare for retirement, there’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]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
The benefits of financial planning and personalised strategies
21 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
What is meant by “wellbeing” 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]
Traveling abroad: essential dos and don’ts for a respectful and memorable journey
14 November
Travelling overseas is more than just a chance to see new places; it’s an invitation to step into worlds vastly different from our own. From Marrakech’s colourful markets to Tokyo’s bustling streets, each destination offers unique customs,...[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. Teaching them how to use devices effectively and recognise scams is a practical way to foster independence and...[Read More]
What is the difference between shares and bananas?
7 November
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Retirement withdrawal – lump sum or income stream
6 November
The difference between a lump sum withdrawal of super and a retirement income stream, and the tax consequences. Choose a lump sum or income stream When you meet the retirement condition of release, you can usually choose to withdraw your...[Read More]