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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.…
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Our people
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…
Superannuation
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.…
Latest News
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…
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June 2025 Insights
With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on…
Aged care
Understanding jointly owned property and aged care fees
How does a jointly owned property affect aged care fees? Julie contacted us because her mother needed to enter residential aged care.…
Latest News
Explainer – How do bonds work?
Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the…
Retirement
5 steps towards a ‘financially fit’ retirement
Retirement is one of life’s biggest transitions, and it deserves careful planning. Whether it’s just around the corner or still a few…
Latest News
May 2025 Insights
April was marked by economic uncertainty and global trade tensions, which led to market declines and volatility. These factors are expected to…
Aged care
What happens if you can’t afford aged care?
When considering aged care for yourself or a loved one, one of the biggest questions is: Can I afford it? The first…
Latest News
Federal Budget: 2025-26 Analysis
Much of the 2025 Federal Budget was already known, following a volley of pre-election spruiking for votes. However, Treasurer Jim Chalmers had…
Aged care
Staggered entry when moving to aged care
Moving into aged care can be both an emotional and costly experience. When a couple requires care at the same time, many…
Latest News
March 2025 Market Snapshot
As we say goodbye to the heat of summer, we can look forward to enjoying the cooler days ahead. Along with the…
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