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Life can change in an instant. An unexpected illness, injury, or mental health challenge can suddenly affect your ability to work and earn an income. That’s why Total and Permanent Disability (TPD) insurance exists, to provide vital financial protection when you need...

In October, we welcomed clients in Sydney, Melbourne, and Rockhampton for a series of seminars focused on navigating market trends and building financial confidence across generations. These events explored two key themes: understanding the economic forces shaping the...

Think cyber security is just for the tech team? Think again. October is Cyber Security Awareness Month, the perfect time to pause and ask yourself: Am I doing enough to stay safe online? To help you stay protected, we’ve gathered some practical tips from Cindy Jeeves,...

As families look to create lasting financial strength across generations, the question of how to structure wealth transfers, whether gifts or a loan, can shape not just individual outcomes, but the collective wellbeing of the family. Whether you're helping a...

Supporting your children financially is one of the most generous and impactful things you can do, and with the right planning, it doesn’t have to come at the cost of your own future. Whether they’re just starting out or navigating big life changes, your guidance can...

If you're a parent considering helping your child buy their first home, you're not alone. With property prices continuing to rise and the cost of living putting pressure on savings, many young Australians are finding it tough to crack the property market. The good...

Helping your children financially is something many parents aspire to, especially when it comes to big milestones like buying a first home or starting a family. But knowing how to provide support in a way that’s both meaningful and sustainable can be challenging. From...

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent over the past decade, according to a report by JBWere. i This figure is expected to grow rapidly over the next 20 years, reaching $5.4 trillion, highlighting the scale of the...

In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three events were well attended by engaged clients and...

With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while market volatility...

Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the Trump Administration’s extraordinary reshaping of global trade—marked by on-again, off-again tariffs of eye-watering proportions—thrust...

April was marked by economic uncertainty and global trade tensions, which led to market declines and volatility. These factors are expected to influence the Reserve Bank of Australia’s (RBA) cash rate decisions, alongside the recent decline in core inflation within...