The three stages of retirement planning

This article explains the three stages to retirement, outlining the most important considerations when planning for these years and cover Government assistance, through to strategies for retirement planning. – The three stages of retirement planning.

Downsizing to upsize your retirement

This article looks at the current behaviours of older Australians with respect to downsizing the family home, as well as factors that should be consider when weighing up the decision of whether or not to downsize. – Should you downsize to upsize your retirement?

Giving the gift of investing

When cash rates are low, what is your best option to save for your child? We compare a traditional savings account with a share portfolio and discuss trusts as an additional option. – Giving the gift of investing.

Investing in trends

This article explores how Electronic Traded Funds or ETFs are evolving so that investors can allocate their money into specific investment themes and trends. – Investing in trends.

If I was 25 again I would…

If I was 25 again I would… If I was 25 again I would… pay extra off my mortgage. If I could find just $100 extra per month – less than the proverbial cup of coffee every day – and added this to my repayments on a $300,000 mortgage with an interest rate of 3.75% per...