Insights

Your relationship with money is deeply rooted in your past, often shaped during your formative years by early experiences and the attitudes you observed from

About 14% of Australians experienced personal fraud last year. Of these, 2.1 million experienced credit card fraud, 675,300 were caught in a scam, 255,000 had

The number of Australians aged over 65 is expected to more than double in the next 40 years while the number of people aged over

More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website. While most financial goals include

A good estate plan will help make sure your wishes are carried out when you die. It can also help if you become unable to

Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how

Hospital admissions can be distressing for individuals and costly for healthcare systems. Many of these admissions, particularly for older adults and those with chronic conditions,

Periods of high volatility have forever been part of investing. But even seasoned investors might feel tempted to retreat to “safe” assets like cash during

Small changes in performance or fees can make a big difference in retirement. How often do you check in with your super? For younger Australians,

Investors with large cash holdings should keep an eye on falling deposit rates. Most of us have heard the saying, cash is king. It relates

More Australians are upsizing their super by downsizing their home. Home ownership is still the great Australian dream for many people. But, for a growing

Get professional legal and financial advice The right professional advice can take the guesswork out of deciding how to distribute your assets, and help you