News & Resources

News & Insights

The latest updates in finance and other topics relevant to you, via the bright minds of our advisers.

September 26, 2024

Build financial confidence in midlife with Gill Witham

Our amazing Financial Adviser Gill was recently featured on the 'Midlife Unravelled' podcast, hosted by Anita Gilbert. In this episode, Gill shares her insights on how to financially thrive in your midlife, covering important topics like superannuation, managing debt and building wealth. You can watch Gill here...

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September 10, 2024

How much do you need to retire in a more expensive world?

The cost of funding a comfortable retirement has climbed with the cost of living. So what does this mean for you and how much do you need to have saved to live comfortably in your retired years?

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September 10, 2024

Holidaying off the tourist trail

When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths. While these destinations have their allure, travel to popular destinations is booming and comes with challenges so there are advantages to venturing off the beaten track and seeking out the hidden gems.

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June 7, 2024

Start the new financial year strong

It’s hard to believe the 24/25 financial year is right around the corner. With just a few weeks to go this financial year, we’ve asked our Tax team to share their tips and insights to help you finish the year smoothly and to set yourself up for success in the new one.

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June 7, 2024

What’s all the noise about loud budgeting?

Loud budgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing so, also improve their chances of achieving them.

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May 31, 2024

Caught in the middle: help for the sandwich generation

If you're feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents.

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May 17, 2024

2024-25 Federal Budget analysis

Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future.

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May 3, 2024

How much do you need to retire?

A new survey reveals Australians frequently overestimate how much they need to have saved to fund a comfortable retirement. So how much do you need exactly and can you retire sooner than you thought? Here we explore those questions and explain how you can be better financially prepared for retirement…

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April 23, 2024

The future of electric vehicles in Australia

Are you considering an electric vehicle (EV) for your next car? We look at some of the benefits and challenges of choosing an EV, and consider the future of electric cars in Australia…

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April 3, 2024

More Australians set to retire in debt

Most of us dream of retiring with our homes fully paid off and enough savings to enjoy a comfortable lifestyle. Unfortunately, according to research from AMP, this is a dream that’s becoming out of reach for an increasing number of Australians.

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March 6, 2024

Empowering women: A guide to financial planning for success

Despite becoming increasingly powerful players in the economy, women continue to face unique challenges that make it harder to achieve the bright financial future they deserve. In this guide, we explore what those challenges are, the opportunities available to women and the ideas to embrace for an empowered financial future…

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March 6, 2024

Hidden pitfalls: How credit card limits reduce your borrowing capacity for a home loan

When it comes to applying for a home loan, many factors influence how much you can borrow. While you might be diligently saving for a deposit and maintaining a good credit score, there's one often overlooked aspect that can greatly impact your ability to secure a mortgage: your credit card limit. Here’s why…

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February 29, 2024

Your superannuation lifecycle

There are two critical phases in the lifecycle of your superannuation: the Accumulation Phase and the Pension Phase. Understanding these phases can significantly influence your retirement planning and financial security. Here we explain what those phases are and the priorities and benefits of each…

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February 2, 2024

Redesigned Stage 3 tax cuts

The personal income tax cuts due to commence on 1 July 2024 will be amended under a proposal released from the Australian government. Here’s what those changes mean for you…

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January 19, 2024

5 reasons you should work with a financial adviser

Here’s why teaming up with an adviser can be the best decision for your financial wellbeing.

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December 5, 2023

How to shop more safely online this Christmas

The internet is the place to be when it comes to Christmas shopping for many Australians. It’s convenient, easy and there are some great deals – but online shopping does come with a risk. Don’t let cybercriminals steal your money or personal information this festive season and shop safely with these five tips.

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December 5, 2023

Navigating the First Home Super Saver Scheme: A pathway to your first home in Sydney

The dream of owning a home in beautiful Sydney, with its vibrant lifestyle, strong employment opportunities and nice weather, is a goal for many young Australians. However, living our great city doesn’t come cheap! Here we share how the First Home Super Saver Scheme (FHSSS) could be your key to entering the Sydney property market.

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November 10, 2023

Stay safe from scams

Keep your hard-earned dollars safe and stay vigilant about scams. We’ve put together a list of some types of scams to be on the lookout for.

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November 2, 2023

Aged care challenges in the home

Here we share some information on the government assistance available for those needing care at home.

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September 22, 2023

Betashares wins ETF Provider of the Year

Our preferred fund manager has recently been named ETF Provider of the Year at an industry awards event in Sydney.

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September 19, 2023

Are you paying tax on your super unnecessarily?

The world of tax is complex and confusing to the average person. That’s why it’s so helpful to have a team of experts to guide you in the right financial direction. No one wants to pay more in tax than they must – and that’s what we’re here to help you avoid…

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September 15, 2023

How do interest rates affect your investments?

When the first Tuesday rolls around each month, it seems everyone’s waiting with bated breath to hear the RBA’s announcement on whether interest rates will rise, fall or stay the same. But how exactly do interest rates impact your investments?

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September 15, 2023

7 things you need to know about burnout

We live in a busy world, and arguably no one feels this more acutely than those running their own business. If that’s you, here are 7 tips to help you ward off burnout or overcome it if you’re feeling it set in…

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September 15, 2023

How we keep your financial information secure

Cybersecurity is a critical issue for businesses these days – and for financial service providers like us in particular. Here's what we do to keep your financial information safe...

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August 17, 2023

Sowing the seeds for a happy retirement

The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, whenever you want. But why wait until you are retired to do the things you love?

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