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

Our AI Revolution

Australia’s largest company by market capitalisation on the ASX is CBA and with a P/E ratio of over 30 times, the CEO Matt Comyn has a hard job ahead of him to meet the lofty expectations of the investor masses and keep profitability growing at record levels, particularly when the closest banking competitors have P/E’s that are roughly half.

Investment markets, Lifestyle, Pre-retirees, Retirees

Maintaining Financial Independence in Relationships

When couples seek financial advice, a common concern stands out: how do I keep some financial independence without everything being bundled together? It’s a fair question, especially for those who’ve been through previous relationships, have children from earlier partnerships, or have dealt with messy property settlements

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

Mortgage or Super: Making an Informed Choice

When it comes to financial planning, one of the most significant decisions Australian’s face is whether to pay off their mortgage or invest in their superannuation. Both options have their merits, and the best choice depends on individual circumstances, including age, income, and financial goals.

Investment markets, Pre-retirees, Retirees

Goldsborough – Your Trusted Partner for Retirement Planning with Super SA

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.

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

Planning for Retirement: Why It’s Never Too Early to Start

As you approach retirement, it's natural to feel a mix of excitement and apprehension. After all, this is a significant life transition that requires careful planning and consideration. Here are some key points to keep in mind as you prepare for this new chapter, and why working with a financial planner can make all the difference.

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

Upcoming Changes to Home Care Packages in Australia

A significant update on the horizon is the transformation of the Home Care Packages Program in Australia, set to take effect from 1 July 2025.

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.

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.

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

How much is enough….and how long will my money last in Retirement?

These are common questions we hear from clients about to retire or already retired - regardless of how much wealth they’ve accumulated. With all the mixed messages in the media and the complicated rules around superannuation, retirement incomes and tax, managing wealth in retirement can feel overwhelming. Ensuring you live the retirement you deserve, takes careful planning - you need a budget and some goals!

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

Employee uncertainty during corporate change

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.

Get in touch

Latest insights

11 May 2026

Financial strategies at 55, 60 and 65 — why timing changes everything

Momir Vuksa

“I wish I’d known all this earlier.” It’s a phrase I regularly hear after presenting a financial plan to new clients. It’s rarely ‘too late’ but proactive planning for the future is often the biggest advantage you can harness.

27 February 2026

Aged Care Higher Everyday Living Fee explained

Matthew Kelly

The Higher Everyday Living Fee (HELF) has replaced the Extra Service Fee and Additional Service Fee as part of the new aged care rules which came into effect on 1 November 2025. The intent is to provide protection to residents purchasing additional services with their residential aged care.

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!