We have shared some great blogs this year! Here are our most read articles of 2023.
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Is your family prepared for the big wealth transfer?
In this article, Michelle Griffiths takes you through a few things to help avoid issues surrounding the recent Productivity Commission report, that estimates that $3.5 trillion in assets will likely change hands in Australia by 2050.
Webinar On Demand: Preparation for Retirement
Our retirement expert Michelle Griffiths will take you through pre-retirement planning, retirement planning, goal setting, strategies to boost your super and more.
Australians refinance more than $20bn of loans
The latest Australian Bureau of Statistics (ABS) data has revealed that borrowers refinanced $20.60 billion of loans in August – which was 3.9% lower than the month before but 12.4% higher than the year before.
Announcing our newest Partner – Jean Jacquin
It is with great excitement that we announce the appointment of Jean Jacquin as Partner – in our Business Advisory and Taxation division.
Financial Adviser vs Investment Adviser
The focus of Financial Advisers is to make a meaningful difference to the financial lives of their clients, helping them live their best life with less financial stress and more confidence and peace of mind.
Webinar on Demand: Maximising Your Super
Michelle Griffiths will show you how just $100 p.m can make a significant impact and will share some ideas on how to maximise your super.
Why Australian property prices are so high
Find out about the latest updates in finance and loans.
Industry Super Funds – are they cheaper?
Industry Superannuation Funds play a critical role in safeguarding the retirement savings of millions of Australian workers. Learn more about how Industry Funds work.
Will you outlive your money?
Your biggest risk in retirement is not losing your money, it is outliving your money. Here are some considerations to take into account when planning for your retirement.
Webinar On Demand: Achieving financial independence in retirement
Whether you are planning your retirement or already retired, understanding the financial options you have and making informed decisions is critical to your financial independence. Learn more in our upcoming information session.
Refinancing jumps 12.6% year-on-year
“Refinancing activity has remained at record highs in recent months, as borrowers continued to switch lenders amid interest rate rises,” according to the Australian Bureau of Statistics (ABS).