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2025 Year In Review: It was a soft landing for Australia
Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025.
Investing In Rare Earths Requires Patience and Perspective
Investing in rare earths requires patience and perspective. Few investment sectors combine geopolitical intrigue, technological innovation and long-term growth potential quite like rare earth elements (REEs).
Estate Planning and Family Involvement: Building Confidence Across Generations
Bringing your family into estate planning conversations can be one of the most valuable steps toward clarity and peace of mind.
Boosting Your Retirement Savings
For Australians aged 55 and over, selling the family home can also be a chance to boost retirement savings.
The power of the Age Pension
“Will this be enough to fund our retirement?”
How a Recontribution Strategy Can Reduce Tax on Your Super for Future Generations
How a Recontribution Strategy Can Reduce Tax on Your Super for Future Generations
Catch-Up Super Contributions: A Powerful Way to Boost Super and Reduce Tax
Catch-up contributions allow you to exceed the standard annual concessional cap ($30,000 pa) provided your total super balance was under $500,000 at the previous 30 June and you have unused cap amounts from the past five financial years.
Value of Long-Term Investing
Investing for the Long Run: What 30 Years of Data Tells Us
FY2025 Market Review and FY2026 Outlook
A year of strong returns, shifting leadership, and cautious optimism ahead
When can I afford to retire?
“When can I afford to retire?” or “How long will my money last?”
Are some of the most common and important questions we hear.