Financial News & Resources

We’ve compiled useful tools, calculators, publications, links and other information to help you in your personal financial planning journey.

Financial News

Income protection matters at every age

Income protection matters at every age

Are you looking towards a comfortable retirement in the not too distant future? If you are, you need to…

SMSFs: the five essential facts

SMSFs: the five essential facts

Self-managed super funds (SMSFs) remain a popular vehicle for investors to build their retirement savings. According to the Australian…

When death doesn’t have to do us part

When death doesn’t have to do us part

One of the features of a self-managed super fund (SMSF) that is often touted is its flexibility. This exists…

Striving for balance with work and life

Striving for balance with work and life

Work-life balance for four out of every ten working Australians is actually getting worse, according to a report by…

Shaking the foundations

Shaking the foundations

High prices. Fast bidding auctions. A mass of new constructions. The housing market has risen fast in the past…

Mindfulness 101: reduce your financial stress

Mindfulness 101: reduce your financial stress

In today’s hectic world we often spend so much time worrying about the future or lingering in the past…

Handy Resources

What Can Your Adviser Do For You?

Learn about the benefits of retaining a financial adviser.

A Guide to Estate Planning

Learn how estate planning works and why it's more than just creating a Will.

Financial Planning: a Checklist

Learn about the mistakes you might make and the opportunities you could miss if you ‘go it alone’.

Redundancy: Digesting the Big News

Explore our guide for coping financially post-redundancy.

Risk Profiler

Determine your risk profile by exploring the different types of investments available.

Insurance Facts You Should Know

Find out how to avoid common insurance pitfalls with this easy-to-read guide.

Aged Care

Aged Care Fact Sheet

There are typically three steps you need to take before moving into an aged care facility:

  • ACAT (or ACAS) Approval
  • Finding a suitable home
  • Organising your finances

This fact-sheet gives you a quick overview of each step and covers all the most frequently asked questions we are asked.


Budget Planner

Work out where your money is going and whether you're spending more than you can afford.

Super Calculator

Find out how much superannuation you'll have when you retire and how fund fees will affect your final payout.

Retirement Planner

Learn how much income you are likely to receive from your super and government benefits after you retire.

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