Financial Planning

Why is the super gap so big

When Tammy Wynette sang “It’s hard to be a woman”, she probably wasn’t thinking of superannuation. But the fact is, women often face unique challenges when it comes to growing retirement savings. The ..

What’s all the fuss about family trusts?

Family trusts remain popular for several reasons including potential tax savings, asset protection and succession planning. These benefits could see a family trust play an important role in your wealt..

Identifying your goals – at every life stage

Setting goals is a key aspect of building wealth, giving us something to aim for and a roadmap to work towards. We take a look at some typical goals across every stage of life to provide inspiration f..

A wise decision supports Christine through a life-changing diagnosis

Based in the northern NSW, Christine (46) and her husband John (52) enjoyed a comfortable lifestyle. Christine ran her own florist, while John was at the helm of a successful plumbing business employi..

Why ‘Paying Yourself First’ is so important

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