Riding the waves: Understanding market volatility and the importance of advice

16 April

Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]

The super cash switch and what’s to consider.

16 April

Financial markets have see-sawed over the past month since the war in the Middle East began, impacting the balances of superannuation accounts. If this is causing stress, here are four things you can do: * Stay focused on the longer term – market...[Read More]

The power of superannuation, compounding, and staying the course

9 April

Superannuation is one of the most powerful long-term wealth-building tools available to Australians. Yet, despite its importance, it’s often misunderstood—particularly during periods of market volatility when balances fluctuate and confidence...[Read More]

Retirement success… but at what cost?

2 April

You made it. After decades of early mornings, long days, financial discipline, and countless sacrifices, you’ve reached retirement. The mortgage is under control, the superannuation balance looks solid, and the calendar is finally your own. For...[Read More]

Working Fly-In Fly-Out (FIFO) can be a golden opportunity: 10 tips for money and life

12 March

Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]

Volatility is normal: Why long-term wealth depends on staying the course

5 March

Turn on the news during any period of global unrest and it can feel like the financial world is unravelling. Markets fall sharply. Headlines scream crisis. Investors begin to question everything. And yet, history tells a very different story. Share...[Read More]

Should you move your super to cash when markets fall? Think again.

26 February

Every time markets dip, the same question rises to the surface: Should I move my superannuation to cash before things get worse? It’s a natural reaction. Watching balances fluctuate can be uncomfortable. But superannuation was never designed for...[Read More]

Retirement question a quarter of Aussies can’t answer

26 February

What’s your superannuation fund? That’s the question one in four Australians cannot answer at the top of their heads, as concern grows over workers’ lack of engagement with their retirement plans. Some 26 per cent of Australians cannot name...[Read More]

Why an annual financial review is one of the most valuable meetings you’ll have each year

12 February

Life rarely stands still—and neither should your financial plan. An annual financial review with your financial planner is not just a box-ticking exercise; it’s a powerful opportunity to reset, refine, and realign your money with the life...[Read More]

Superannuation may initially seem like a distant concern, but early engagement and strategic planning can transform it into a critical asset for future

15 January

Being young comes with a whirlwind of experiences and financial priorities, often pushing thoughts about retirement and superannuation to the back burner.    Initially, for many young individuals, superannuation feels like a distant concern,...[Read More]

Educating investors: Building the foundations for long-term generational wealth

1 January

Investing can feel intimidating for many people, particularly those just starting out. Markets fluctuate, headlines create fear, and misinformation is everywhere. Yet at its core, successful investing is not about chasing hot tips or timing the...[Read More]

Determining your attitude towards investment risk – and why financial advice matters

25 December

When it comes to investing, one of the most important – and often overlooked – factors is your attitude towards risk. Investment risk is not just about market volatility or potential losses; it’s about how you react when markets rise and...[Read More]

The one tweak that could grow your super by $200,000

25 December

Australians are being urged to engage more closely with their super, because small tweaks made early in life can grow into large differences over time. Fewer than half of all Australians have actively chosen how their super is invested, with nearly...[Read More]

The quiet power of compound interest

11 December

Albert Einstein reportedly called compound interest the “eighth wonder of the world.” Whether or not he actually said it, the sentiment holds true.  Compound interest is one of the most powerful forces in investing, not because it is flashy or...[Read More]

Nearly two in five Aussies fear retirement out of reach

11 December

Nearly two in every five Australians fear they will not be able to retire, as housing prices and day-to-day costs grind higher, new data shows. Roughly 38 per cent of Australian superannuation members have that worry, up from 28 per cent in 2024,...[Read More]