Estate planning for blended families – proceed with care 

Estate planning for blended families – proceed with care 

Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resilient when compared with other developed nations. Given our economic strength, why would anyone want to invest anywhere else? 

To answer this question, let’s consider what stocks might be included in a share portfolio with an international focus.  

For simplicity purposes, we will look into the portfolios of a leading provider of index managed funds and their top 10 holdings. These funds tend to be passively rather than actively traded, and seek to reflect their chosen share index over the medium-to-long term.

What happens to my superannuation if…? 

What happens to my superannuation if…? 

A client once shared a poignant regret:
“When I was working and the kids were young, I saved too much. It restricted what we did when the family was together.”
This simple reflection struck a chord with me. It got me thinking about the delicate balance between saving for the future and living fully in the present. While we all know the importance of financial security, is it possible to save too much—at the expense of the moments that matter most?

Roadmap to retiring young

Roadmap to retiring young

The dream of retiring young is one that captivates many peoples’ imaginations. The freedom to live life on your own terms, doing what you want, when you want is undeniably…

Can you afford to retire early?

Can you afford to retire early?

Many Australians caught in the nine-to-five grind of working for a living, dream of the possibility of taking early retirement and spending their days travelling or playing golf or doing…

Six super hacks to retire richer

Six super hacks to retire richer

While it’s easy to be discouraged by superannuation and fear you will never have enough money saved to stop working, remember even a modest superannuation balance can make a big…

Super success for women

Super success for women

While women earn less and spend less time in the workforce than men, sharply reducing their super contributions throughout their working lives, there are some simple steps women can take…

End of content

End of content