Why maintaining your Will is essential when entering aged care Entering aged care marks a significant life transition. One that brings a mix of practical, emotional, and financial considerations. Amid the focus on accommodation choices, health care needs, and managing...
Planning for a smooth wealth transfer 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...
In the Media: Kerri Mendl Explains Upcoming Changes to Aged Care Costs Kerri Mendl, Managing Adviser Lifestyle and Care, was recently featured in a 7 News publication discussing the upcoming residential aged care reforms taking effect from 1 November 2025. With major...
New year, new superannuation changes With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack these superannuation changes and how you can make the most of them. The super...
Client Investment Seminars – May 2025 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...
