Helping your children without putting your own future at risk For many Australian families, the Bank of Mum and Dad has become one of the country’s biggest lenders. Parents are helping with home deposits, acting as guarantors and providing financial support to help adult children enter the property market. For most families, the motivation […]
READ MOREThe Missing Piece in Most Family Wealth Plans
Most successful families spend years building wealth. They work hard, take risks, build businesses, make careful investment decisions, buy property, grow superannuation, and often make sacrifices along the way. For business owners, the journey may include decades of late nights, personal guarantees, staff responsibilities, and the pressure of knowing that the family’s financial future is […]
READ MOREWhy High Income Doesn’t Always Mean Financial Success
There’s a common assumption that financial stress sits at the lower end of the income spectrum. But that’s not what we’re seeing. In fact, many high-income professionals are quietly experiencing a different kind of financial pressure. They earn well. They’re building great lives. And yet, when they stop and look closely, progress doesn’t feel as […]
READ MOREImportant superannuation changes for the 2026/27 financial year
Following the recent release of inflation (CPI) and wage growth (AWOTE), we have a clear picture of the changes coming to superannuation thresholds from 1 July 2026. This won’t affect everyone, however these changes are a positive for those looking to build their retirement savings, as indexation has triggered the first increase in contribution limits […]
READ MORE2026 – time to tackle your life admin
New year, new you! We’re all guilty of putting off the life admin we need to tackle, but with the new year comes the opportunity to fulfil those promises we made to ourselves (and our loved ones) late last year. To help you get started, here are some questions to guide you: Goals: What would […]
READ MORELiving inheritance – why waiting might cost you
In the midst of Australia’s escalating cost-of-living crisis, families are discovering that traditional inheritances (delayed until death), may not go as far as they once did. As the “great wealth transfer” unfolds across generations of Australians, savvy families are asking: why postpone the benefits of inheritance when gifting now could create lasting impact? The transfer […]
READ MOREImportant super changes from 1 July 2025
As we approach the new financial year, it’s important you are aware of the upcoming changes in superannuation. These adjustments may impact your retirement planning strategy. Superannuation Guarantee (SG) Increase The SG rate will rise from 11.5% to 12% on 1 July 2025. This has been a slow and steady increase since July 2013 when […]
READ MORENavigating finances through Divorce
Divorce is a challenging and emotionally taxing process. Unfortunately, it is also common with one in three marriages ending this way in Australia. While it may be heartbreaking, stressful, or even cathartic, one of the biggest issues of navigating through is sorting your finances. Statistics on the financial impact of divorce in Australia Divorce can […]
READ MORE2025 – the year I get ahead
My New Year Resolutions… Make less effort to see people. Spend more time looking at screens. Exercise less, if at all. Eat more. Quietly confident I’m finally going to hit my targets this year. That said, what I do know is that to truly concentrate on these lifestyle goals, it’s important to build a solid […]
READ MOREUnderstanding Private Ancillary Funds (PAFs): A Charitable Giving Solution for Families
For families with significant wealth who want to create a lasting impact and legacy through structured charitable giving, Private Ancillary Funds (PAFs) can be an attractive solution. A PAF is a private charitable entity that allow families to manage their donations thoughtfully and strategically. While there is no minimum initial setup, generally speaking, most are […]
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