News & views

Explore our latest blog articles, newsletters, videos and more. We add a new blog article to this page every week, and you can subscribe below for notifications. If you have a topic you would like to read about in one of our future articles, please get in touch and let us know.

Investment markets, Pre-retirees, Retirees

Nvidia.. Now the world’s biggest company by market valuation

Nvidia has garnered significant attention due to its remarkable growth and strategic initiatives. Recently, there has been speculation regarding Nvidia's potential to achieve a $4 trillion market capitalization.

Investment markets, Lifestyle, Pre-retirees, Retirees

Fundamentals of Investing

Are your investments well diversified? Do they align with your personal risk profile? Do they cleverly optimise risk and return? Are you a believer that time in the market beats timing the market?

Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

The Great Escape

Planning for retirement might not sound thrilling, but it’s a journey that can lead to a fulfilling and secure future.

Age pension, Aged care, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Major Changes to Residential Aged Care from 1 July 2025

The Government introduced new Aged Care Legislation to Parliament last month which includes major changes to both Home Care and Residential Aged Care, including changes to fees and charges from 1 July 2025.

Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Thinking about an SMSF?

Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.

Investment markets, Lifestyle, Pre-retirees, Retirees

Industry Superannuation Funds – Illiquid Assets & Risky Investments

In the decade leading up to the COVID pandemic, industry superannuation fund executives became fond of boasting about capitalising on the so-called “illiquidity premium” derived from tying up member’s assets in long-dated, illiquid assets, namely unlisted property and infrastructure.

Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Cybersecurity and Scammers

I recently gave a speech to the Unley Rotary Club on Cybersecurity and awareness of financial scams; the audience had some fantastic follow up questions and many more than I expected. The interesting outcome for me from that presentation was the audience’s sheer diversity of understanding of what scams exist, how they affect people and what someone can do to avoid those risks. Some were genuinely shocked, others apathetic; It won’t happen to me, I’m not affected as I don’t use Facebook, what can I really do to stop it…?

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Putting Your Tax Savings to Good Use

Millions of Australians have (or are about to) receive their first pay packet for the 2024-25 financial year, and it should contain some extra cash. Thanks to the federal government’s “Stage 3” changes to individual tax rates and thresholds, all 13.6 million Australian taxpayers will benefit from income tax cuts that started on 1 July 2024.

Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Navigating the emotional shift: From the comfort of work to the uncertainty of retirement

As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.

Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

Inheritances

$1,000,000,000 ($1 trillion) will be passed on to the next generation of Australians by 2025, this number is projected to balloon to $3.5 trillion by 2025. It is a life altering event and one of life’s major financial crossroads, bringing new challenges and complexity as your lifestyle and wealth management goals change.

Get in touch

Latest insights

11 September 2026

Donating to your kids

Will Chapman

You’re retired and you’ve set yourself up well financially. You have no debt, no job to lose, no (or little) taxable income, no kids eating your fridge out and ready access to capital. You’re the envy of every financially stressed 40 year old with years of pressure head of them; possibly your own children. You wonder how you can help but you don’t want to just hand over cash without a purpose, and you also don’t want to create dependency or expectations.

27 August 2026

Deeming Rates To Rise and Aged Pension Payments to Increase

Boris Pedisic

From 20 September 2026, Australia's social security deeming rates will rise by 0.5%,

21 August 2026

Fear of Running Out of Money in Retirement: How Australians Can Retire with Confidence

Brenton Miegel

One of the biggest concerns facing Australians approaching retirement is the fear of running out of money. Financial experts have even coined a term for it: FORO (Fear of Running Out). While this anxiety is understandable, research suggests that many retirees may be more financially secure than they realise. By understanding the factors that influence retirement income and longevity, Australians can make more informed decisions and enjoy their retirement with greater confidence.