News / Articles

Protection Is an Act of Love đź’—
What Valentine’s Day doesn’t talk about Valentine’s Day is usually wrapped in flowers, cards and dinner reservations. It’s almost here again – to celebrate romance, connection…
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The Year We Took Control: 10 Money Lessons from 2025 Reflections from Wealth Planning Partners As 2025 winds down, it feels like the right moment to…
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Recognising Financial Abuse: Why It Matters for Advisers
Recogning Financial Abuse Financial abuse rarely announces itself with fanfare. It creeps in quietly, hidden in bank transfers, unexplained withdrawals, sudden secrecy, or subtle shifts in…
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MEDIA RELEASE: Financial Standard announces 2025 FS Power50
Financial Standard announces 2025 FS Power50 – The 50 most influential advisers in Australia The 50 most influential financial advisers in Australia have been named by…
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Bringing Your KiwiSaver to Australia: What You Need to Know
If you have packed up life in New Zealand and settled in Australia, chances are your KiwiSaver account is still sitting across the ditch. One of…
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When Can I Access My Super? Your Super, Your Timing (Sort Of)
One of the most common questions we hear — especially from clients planning their retirement journey — is:“When can I access my super?” It’s a fair…
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How Much Do I Need to Retire? (And Why It’s Not Just About the Number)
If you’ve ever asked, “How much do I need to retire?” — you’re not alone. It’s easily one of the most Googled finance questions in Australia,…
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The Recontribution Strategy: A Tax-Savvy Move Worth Considering
When it comes to superannuation strategies, one that often flies under the radar—but can pack a powerful punch—is the recontribution strategy. It’s a bit like spring…
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Beat The Cost of Living Challenge
Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households…
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