A member of our community recently raised an important question about superannuation management for those approaching or in retirement, specifically concerning the benefits of keeping an accumulation fund open. Let’s talk about it!

I recently received a great question from a listener who’s sitting on a mountain of annual leave—around 32 weeks’ worth! It’s a situation some of you might find yourselves in after years in the workforce, so I’m going to dive into the benefits, risks, and some options for using or cashing out your leave as retirement approaches.

You may not know this about me, but I used to be a financial adviser—and let me tell you, I saw it all! One thing that always surprised me was how often high-income earners struggled with debt and saving. Let's talk about why healthy money habits matter more than how much you earn.

No one wants to think about the day their partner dies—it’s a sad and terrifying thought. When you’re in the deep end of working through your grief the last thing you have headspace for are the practical things you need to work through. So to give you a hand here are the key financial and estate tasks to consider.

Which is the best industry super fund to be in? Or are they pretty much all the same when it comes to returns? The short answer is yes and no (I will explain 😉).

It can be difficult saying goodbye to what has been a warm, welcoming and safe home (aren’t we so lucky to enjoy this in Australia?) – but sometimes the practicalities of life change and we take a chance to reimagine what our home could look like. To help you determine if it’s time to downsize, here are 5 important questions to answer for your own situation.

Renato asks: In early 2008 the ASX was roaring around 6800, it never really recovered till 2013. A lot of retirees had to keep working, how do we know, that history will not repeat itself? I love this question - let’s talk about it.

Which is the best industry super fund to be in? Or are they pretty much all the same when it comes to returns? The short answer is yes and no (I will explain 😉). Read this article to learn more about why.

Whether you are the one nearing older age, or you’re a family member supporting someone who is, it can be such a challenge to even accept that as we get older, we will age, and usually that involves seeking out various forms of aged care assistance. Here are the areas to prepare for.

Across Australia scams are becoming more common and scammers are getting smarter with how they catch you out, a lot of it thanks to technological changes. So, here are some practical tips to help protect you and your money.

Before you hand in that resignation letter and bid farewell to the daily grind, there's a crucial question to answer: how will you fund your post-retirement lifestyle? Here’s everything you need to know about superannuation and the age pension in Australia.

Retirement planning isn’t just about having enough money. It’s about all aspects of your life that you need to think through. Here are the 6 areas involved in a holistic retirement plan.