Financial Planning
The economy: learn the basics in 5 minutes
Not economically savvy? Not to worry, this short guide will help you learn the basics on the economy and improve your financial know how. 1. What is the ASX? ASX stands for Australian Securities Exchange (not stock exchange like many people think). How does it work? The ASX provides a market for people to buy…
Read MoreThe value of good financial advice
When it comes to financial advice, everyone is different. Some people want to do it all themselves, only needing help at crucial times such as when they’re changing jobs, retiring or making a large investment. Others want confirmation on the decisions they’ve already made. Or they may want a financial mentor who can help them…
Read MoreAustralians putting finances first in 2026
As Aussies settle into 2026, many are turning their attention to their finances. MLCs latest survey reveals that more than half of those surveyed (55%) are making financial stability a top priority in 2026. Money matters have taken the number one spot over traditional new year resolutions like eating better, exercising more and spending extra…
Read MoreHow to create a retirement plan
You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling the world or spending time with the grandkids, retirement is a time for an entirely new lifestyle. 1. Set up a spending plan It takes…
Read MoreYour digital life after you die – how to protect your memories, money and identity
Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial lives around on a device the size of a hand. But when someone dies, all this convenience can suddenly turn into complexity. The digital traces we leave behind rarely sit in…
Read MoreTake control of your finances in 2026
Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one of them. More than one in two Australians (52%) plan to get on top of their finances each year, according to research from the Federal…
Read MoreWhy is estate planning so hard? And what you can do to make it easier …
Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies, the surviving spouse and children open a cupboard or a laptop, and suddenly they are trying to reconstruct a life from scattered paperwork, half remembered…
Read MoreProperty or shares: Is the Australian investment dream changing?
Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half that of older Australians. So is our love affair with property changing? Higher property prices may be affecting the investment strategies of younger investors, with…
Read MoreSetting your grandkids up for the future: A Grandparent’s guide
Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you can help set them up for long-term security and success. Financial actions 1. Financial gifts and savings accounts One off or regular gifts: Consider gifting money…
Read MoreEnjoying your retirement
Retirement can be a golden opportunity to make changes to your lifestyle and routine and boost your wellbeing in the process. Find out more about the benefits of using your extra leisure time to stay active and connected to your community. Making the most of a new life stage If you’ve been working for much…
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