Wealth

Investor resources

The world of finance can be filled with jargon and complicated concepts to get your head around. There’s also constant change, whether it’s tax, super or investments. This Investor Resources section provides you with the latest articles, case studies and insights to help you feel confident about your financial choices.

Case study: learning to budget

Discover how Finn learnt to budget, to better manage his finances.

Read more

Helping you to arrange your final wishes

Writing a will is just the beginning. Here’s how to increase the chances that your final wishes are carried out, after you pass away

Read more

Superannuation 101: super basics explained

Your superannuation holds the key to your wellbeing in retirement, so it’s worth making sure you understand it.

Read more

Case study: set-and-forget investment strategies

Learn why time-poor Vera and Kim built a diversified investment portfolio.

Read more

Case study: securing the family finances

Discover the steps two new parents took to set themselves up for the future.

Read more

Video: Starting out

Are you starting out and wanting to embrace financial independence?

Read more

How one tough conversation can help you feel better about the future

It might require a hard conversation but having a will and the relevant enduring powers of attorney can help you prepare for the unexpected.

Read more

Case study: choosing residential care

Discover how Charles found and paid for his father’s residential aged care.

Read more

Case study: dealing with a relative’s estate

Discover how Venna coped with the practicalities after her mother passed away.

Read more

Case study: finances after redundancy

Learn how Aisha recovered from the blow of redundancy.

Read more

Case study: budgeting and investing as a parent

Learn how new parents Wen and Nalini used budgeting and investing to build their family’s financial security.

Read more

Case study: a new-job finance review

Discover how Ant used his new job to kickstart his financial future.

Read more

Important information

Any case studies, testimonials statements, names, performances, examples or any other information provided are for illustrative purposes only. We cannot guarantee that you will achieve the same or similar results or outcomes. The information provided is general information only and does not take into account your individual objectives, financial situation or needs. Before deciding to acquire any product or service mentioned, you should make reasonable enquiries, read the applicable disclosure documents (such as financial services guides, terms of use and conditions, fees and charges and the relevant Product Disclosure Statements), which are available via the links provided or from our website and seek professional financial, legal and tax advice. You may also request a copy of any of the applicable disclosure documents. For more information, please contact us.