Custodian Financial Advice We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips for enjoying the best in life without blowing the budget. Keep track of the little things Everybody’s idea of living well is going to be …
Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much you can spend in retirement requires planning. And knowing what you can afford to safely spend, based on the savings you have, will also help you to identify any gaps …
Taking control of your finances starts with your super. As we battle rising interest rates, cost of living pressures and a general COVID-related economic hangover, it’s fair to say that financial stress is affecting most Australians, regardless of age, background or gender. But the reality is that Australian women are feeling the pinch more than …
Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to walk the dog and on a quiet residential street with the best coffee in town right on the corner. You’ve agreed a price with the seller. You’ve organised your deposit. And you’ve arranged a building …
We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips for enjoying the best in life without blowing the budget. Keep track of the little things Everybody’s idea of living well is going to be …
If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) Australians feel it’s important their financial institution invests responsibly and ethically across the board1. Ethical, social and governance (ESG) investments accounted for $1,281 billion, or 40%, of …
Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or simply kick back and enjoy the fruits of your labour. We will outline key strategies to help boost and preserve your retirement savings, to help you achieve longterm financial security throughout your golden years. It’s …
Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple. The earlier you start having conversations about your shared finances, the easier it is to establish shared goals and strategies to reach them. Single or joint …
Elder financial abuse can happen to anyone at any time. Learn how to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to you. What is elder financial abuse? Elder financial abuse can be defined as someone you know using your funds or assets to your detriment. This …
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a will anyway? A will is something you might think you only need once you’re a millionaire or close to retirement …