Insights

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Why the cost of living is changing your retirement plan

04 August 2026

Rising costs in housing, food, health, and insurance are quietly reshaping what retirement looks like for many Australians, and if you haven't reviewed your retirement plan recently, now is a good time to check whether your numbers still add up.

Balancing everyday costs with your long term financial goals

29 July 2026

Rising living costs can make it harder to focus on the future, but balancing short-term needs with long-term financial goals is key to staying on track.

Melbourne skyline at night from Southbank

Australian economic update June 2026

07 July 2026

Despite an ongoing war in the Middle East, US markets pushed to fresh record highs in May, while at home the RBA raised rates for a third straight month even as unemployment climbed and inflation eased.

Coffee, notebook, and pen on wooden taable

Smart EOFY moves that balance tax planning and long-term goals

30 June 2026

With 30 June fast approaching, it's worth looking beyond the immediate tax benefits of EOFY strategies and making sure your financial decisions are aligned with your longer-term goals, not just this year's tax return.

Smiling woman journaling on couch in cozy home

Are you still on track? Mid-year financial check-in

23 June 2026

With half the year already behind you, a mid-year financial check-in is a simple way to see whether your goals, habits, and plans are still aligned with what matters most to you.

Deadline concept with red mark on calendar date

End of financial year planning checklist: What you should be doing now

26 May 2026

With 30 June approaching fast, taking time now to review your finances, sort your records, and check in with your adviser can set you up for a smoother tax time and a stronger new financial year.

How do interest rates affect your finances?

19 May 2026

Most Australians rely on their employer's 12% super contribution and leave significant tax savings on the table, but voluntary top-up strategies like salary sacrifice, carry-forward contributions, and the government co-contribution can make a meaningful difference to your retirement outcome.

Economic update: May 2026

12 May 2026

From the RBA's third consecutive rate hike and spiking inflation to Wall Street's remarkable rebound and the ongoing Strait of Hormuz crisis, this May 2026 economic update covers everything Australian investors and households need to know right now.

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Protecting what you’re building: How insurance supports a financial plan

05 May 2026

Insurance is often the last thing people think about when building a financial plan, but it could be the most important piece protecting everything else you have worked so hard to achieve.

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