Latest blog posts

Articles and tips from our team.

Just what the doctor ordered

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We provide helpful tips for a healthier and more active life in retirement.

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Estate planning for blended families – proceed with care

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For blended families, estate planning demands thoughtful strategies to balance fairness, prevent conflict, and safeguard everyone’s future.

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How Gen-X can make a career change without derailing your future

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Bored, burnt out, or craving purpose? Here’s how Gen-X can make a career change with confidence—without derailing long-term plans.

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3 ways to give your kids a financial head start without the headache

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From education savings to home ownership support, here are practical strategies to help your children build a strong financial future.

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Elderly woman and carer outdoors holding red rose

Aging with Dignity: Reimagining Dementia Care

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Hogeweyk, the world’s first “Dementia Village,” is transforming elder care by offering residents independence, community, and dignity in a secure setting.

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Understanding dementia

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Dementia is on the rise, but understanding the signs and taking proactive steps can support brain health as we age.

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Don’t let market uncertainty derail your retirement dreams

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If market swings have you second-guessing your retirement plans, a tailored strategy and expert advice can help steady the course.

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Strategic wealth building: Make your money work for you

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Financially savvy people don’t just earn – they invest strategically to build lasting wealth through passive income and compounding.

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Blue piggy bank labelled "my super" with books and calculator in background

Your super contributions just increased: Why it’s time to talk to us

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The super guarantee rose to 12% on 1 July 2025 – here’s what it means for your pay and retirement savings.

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What happens to my superannuation if…

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Learn how life events like death, divorce, or moving overseas can impact your super. Understand your options and secure your financial future with expert guidance.

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Retirement planning checklist

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Planning for retirement? Follow these 7 steps to evaluate your super, set goals, and create an income stream. Make your retirement work for your lifestyle.

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Uncertainty weighs on markets, creating opportunities for active managers

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Global markets in 2025 face slowing growth, tariff tensions, and shifting investor sentiment. Discover opportunities, outlooks, and strategies to stay diversified.

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