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Latest articles

A little can go a long way with investment bonds

30 May 2019 - Tax effective investment bonds are staging a strong comeback with Australian investors. Today’s investment bond provides people with a valuable alternative to invest across all the major asset classes. Used to fund major life expenses, complement superannuation or pay for aged care, investment bonds are a tax-effective choice. Let me tell you why.

Research finds financial advice brings benefits beyond the dollar

14 May 2019 - Research conducted by the University of Adelaide and Australian Unity has revealed that investors who pay for financial advice reported a greater level of calm about their financial situation, compared to those who no longer receive financial advice.

Bouncing back in 2019 after stockmarket overreaction

06 Feb 2019 - Each year in January, a lot of investors take a fresh look at the investment outlook. Their usual starting point is to fully understand just what had happened to investment returns in the preceding 12 months — followed by a look at whether these recent experiences are likely to continue in the new year. Not so easy this time around, as 2018 has left such a complex legacy.

Financial mid-year review

06 Feb 2019 - We are at the mid-way point of the financial year, and it’s the perfect time to take stock of your current situation.

Education – an investment worth planning for

11 Jan 2019 - With many young Australians about to start their university journey in the coming weeks, families across Australia are turning their attention to what the year ahead will financially look like.

Your first estate plan

08 Nov 2018 - Why online estate planning portals may be a great option for millennials

Circle of Support: Anna Hacker Interview

08 Nov 2018 -

Your philanthropic legacy

08 Nov 2018 - Feel good about doing good with structured charitable giving

Statutory Wills

08 Nov 2018 - How rising dementia rates are impacting estate planning

How incorporating discretionary testamentary trusts can work for you

08 Nov 2018 - A discretionary testamentary trust (DTT) is a trust incorporated into a Will for the benefit of a beneficiary or multiple beneficiaries

Senior Media Manager