insights

  • Wealth Creation & Investing

    Investing vs. Paying Off Your Mortgage

    Collective, 26 Apr 2024

    Mortgage interest rates are now around 7%, and most major banks predict rates have peaked and are forecasting a fall from mid-to-late 2025. Regardless of what the future holds, the reality is that most Australian...

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  • Retirement Planning

    Income in Retirement: 3 Options for Retirees

    Collective, 25 Apr 2024

    Are you often wondering how you’ll manage financially once you step away from the workforce? With increasing lifespans and fluctuating global financial markets, ensuring your retirement savings lasts is more crucial than ever. Many retirees...

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  • Market Updates

    Economic Update and Outlook for Quarter 1 – 2024

    Collective, 15 Mar 2024

    Our research partners, Innova Asset Management, have released their Quarter 1 – 2024 Market Commentary report. As we reflect on the first quarter of 2024, the stock market has been really interesting, driven by new...

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  • Retirement Planning

    Forced Into Early Retirement? Here are 4 Things To Consider

    Collective, 21 Feb 2024

    Whether due to unforeseen circumstances or deliberate choices, empower yourself with the knowledge to navigate early retirement with confidence and resilience.

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  • Retirement Planning

    Transitioning Out Of Full-Time Work With The TTR Pension

    Collective, 21 Feb 2024

    Discover how the TTR pension empowers individuals to transition from the rigours of full-time employment to a more balanced and fulfilling lifestyle.

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  • Retirement Planning

    The New Lifestyle Years – Are Modern Australians Redefining Retirement as We Know It?

    Collective, 07 Nov 2023

    There has been a definite shift in the ages of those in the workforce and remaining in the workforce over the last 30 years. I think that this has less to do with Australians living longer and the rising cost of living, and more to do with Australians seeking a certain lifestyle that suits them. And it’s fantastic to see…!!!!

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  • Retirement Planning

    Investing In Your Future: The Shift From Viewing Financial Advice as a Cost To An Investment

    Collective, 12 Oct 2023

    It's essential to shift our perspective and start viewing financial advice costs as investments in our future. Seeking quality financial advice is not just an expense; it's an investment in a brighter, more financially secure future.

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