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

Will Retirement Savings Still Matter in 20 Years? Let’s Talk About It.

Every now and then a headline pops up that makes people stop, look twice, and wonder what on earth the future might hold. Elon Musk’s recent claim that retirement savings won’t matter in 20 years definitely falls into that category. It’s bold, it’s dramatic, and it certainly gets people talking. And it’s also very easy for a multi-billionaire to say!
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Momir Vuksa
Aged care, Budgeting, Lifestyle, Pre-retirees, Retirees, Uncategorised

A Year of Financial Advising

In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.
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husband-wife-Considering-an-smsf
Investment markets, Lifestyle, Pre-retirees, Retirees, Uncategorised

Superannuation: To Withdraw or Not to Withdraw?

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.
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husband-wife-Considering-an-smsf
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.
Read more

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Latest insights

21 January 2026

Will Retirement Savings Still Matter in 20 Years? Let’s Talk About It.

Michelle Sanchez
Every now and then a headline pops up that makes people stop, look twice, and wonder what on earth the future might hold. Elon Musk’s recent claim that retirement savings won’t matter in 20 years definitely falls into that category. It’s bold, it’s dramatic, and it certainly gets people talking. And it’s also very easy for a multi-billionaire to say!
Read more
10 December 2025

Will you pay more tax next year?

Will Chapman
If you or someone you know is going through a significant workplace change such as a merger or corporate change, call us. The highest profile change locally is the Adelaide Uni merger and there are plenty of others on the go.
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14 November 2025

SA Government Employees – Unique Retirement Advantage

Lachlan Harvey
While most Australians are limited to a concessional contributions cap of $30,000 per year (for 2025-26), Super SA's Triple S scheme operates under different rules. Those rules can open the door to significant tax savings and a much faster path to financial independence, if you know how to use them. For those over age 60, the planning opportunity becomes even more powerful when combined with a Transition to Retirement (TTR) strategy.
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