John and Betty had been enjoying their well-earned retirement for some time. John had a long and fruitful career in the financial services industry and Betty was more the creative type with a fruitful career in music and teaching. Their three children were no...

In times of market volatility, it is important to review your investment portfolio to ensure it still meets your personal circumstances, risk appetite and your long-term financial goals. Certainly, as we’ve discussed in our previous article, no matter where you are...

Topping up your superannuation is a smart move, no matter how close to retirement you are or what stage of life you are at. There are several strategies to grow your super balance allowing you to retire comfortably when the time comes. For most employees they would...

As interest rates climb and the cost of servicing your home loan or investment loans start to move up, one consideration is to look at refinancing your debt. Refinancing means paying off your existing loans and replacing them with a new loan, ideally one with a...

Phil is a fuss-free kind of guy; he was never into glitz and glamour and didn’t see the need in spending money frivolously. He had a fulfilling career in public service working for Victoria Health and he enjoyed his job, he was good at it, and he earned a...

Even the most experienced investors can be unnerved by market volatility. No matter where you are on your retirement path, it's important to keep a level head when deciding on whether to retain, review, refine or remove your investments. With the current market...