The Home Equity Access Scheme offers retirees extra funds without affecting pension benefits. But what are the potential risks? Understand how it could transform your retirement.

For investors, superannuation holders and retirees in Australia, ethical investing can be a meaningful way to align their investments with their personal values while working toward achieving their financial goals and objectives.

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

As the Australian financial year comes to an end, it is a good opportunity to review your financial plan at this stage and make sure you are not missing any opportunities and are planning effectively.

In the 2024 Federal Budget, Inflation, cost of living pressures, and housing all continue to dominate the fiscal landscape, impacting the lives of Australians.  The key challenges addressed in this year’s Budget include: Easing cost of living and inflationary pressures, Building more houses, Strengthening Medicare and the care economy.

Read our latest market and economic update for the first quarter of 2024

Refinancing an investment property can be a smart financial move, but it's important to carefully consider the benefits and costs involved.

Offset accounts are a powerful financial tool that can significantly enhance your borrowing experience.

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Stage 3 tax cuts are due to come into effect from July 1st 2024.

The amount that superannuation account holders can contribute will increase from the 1st of July 2024.

In 2017, the Australian Government tightened the Age Pension means test, resulting in many part-pensioners receiving a lower payment or losing it completely.

Our partners at Centrepoint Alliance have released their December 2023 quarterly market and economic update.

Generational wealth is an important consideration in most financial plans, with many parents seeking a balance between enjoying their retirement and ensuring security for their children.

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Our partners at Centrepoint Alliance have created a paper on Market Volatility in 2023 and how it compares to previous years.

With the recent developments in AI technology like Chat GPT, there is speculation about how it can be implemented in all kinds of industries, and the financial advice sector is no exception.

We understand how difficult it can be investing through periods of high investment volatility and global uncertainty.

Australians have really been feeling the cost-of-living pressure lately.

Our partners at Centrepoint Alliance have released their September quarterly market and economic update.

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Do you know the difference between passive and active investing? Our explainer explores the pros and cons of these different management styles.

Our partners at Centrepoint Alliance and Iress Information Security have released two new flyers outlining the arrangements that they have in place to protect your personal information.

We have witnessed a number of key changes to the Colonial First State investment strategy over the last 12 months. This update provides a summary of the key changes and some of the things we will be looking for going forward.

When it comes to investing, Australians have always had a soft spot for property. But is it always the best choice?

Our partners at Centrepoint Alliance have released their quarterly market and economic Update. Their research looks into current trends in local and international investment markets including shares, currency and fixed income.

Our partners at Centrepoint Alliance have published their latest “Prepare for life” newsletter.

Important rates, thresholds and caps are going to be updated from the start of the 2023/24 financial year.

With interest rates increasing rapidly over 2022 and 2023, many mortgage holders are looking for a better deal on their loans to reduce costs or free up their cash flow. Today, we're going to shed light on the benefits of refinancing, with a particular focus on finding a lower interest rate. By refinancing your mortgage, you can potentially save a substantial amount of money over the life of your loan.

Salary sacrifice is one of the most common strategies used amongst wage-earners seeking to boost their super prior to retirement. If you aren’t sure of what salary sacrifice is or how it works, here’s a quick explainer.