• Dr Jeffrey Scott on Intergenerational Wealth Transfer

    Wills, superannuation nominations, blended families and what happens if you do nothing. Dr Jeffrey Scott, Head of Advice Strategy at MetLife Australia, answers the big questions on passing wealth to the next generation.

  • The Costs That Catch Out First Home Buyers

    More first home buyers are getting the keys, helped by the 5% deposit scheme. George Rentzepis, Director of Lending at Navigate Advisory, on the five mistakes that catch first home buyers out and how to avoid them.

  • Aged Care and the Family Home: What You Need to Know

    Mum or Dad needs aged care, and the first fear is always the same: do we have to sell the house? The short answer is no. Here are your four real options and how the family home is actually assessed in 2026.

  • EOFY Checklist for Business Owners

    June 30 is approaching. If you’re a business owner, here are financial moves you can make before EOFY across tax and accounting, financial planning, and loans and debt to keep more of what you earn.

  • EOFY Checklist For Sole Traders

    Sole traders sit in an interesting spot. You have the flexibility of a business but the tax structure of an individual. That creates both opportunities and traps before June 30.

  • EOFY Checklist for Retirees

    EOFY looks different in retirement. You’re not chasing deductions the same way. You’re protecting your wealth, managing tax inside super, and making sure you’re not accidentally reducing your pension entitlements.

  • EOFY Checklist for Employees

    A lot of employees assume EOFY is just about lodging a return and hoping for a refund. There’s actually more you can do than you might realise. Here’s your checklist.

  • What Is a Family Trust and Do You Need One?

    “Should we set up a family trust?” It’s one of the most common questions we hear from clients. The answer is always, it depends. We break down who they’re for, who they’re not for, the real benefits, the costs and what to watch out for.

  • Rate Rise: What Does This Mean for You?

    There’s no universal magic number for retirement savings. “Enough” depends entirely on how you want to spend your days, your lifestyle standards, your health, and how you want to share your wealth.

  • Do You Have Enough to Retire? How to Know for Sure

    There’s no universal magic number for retirement savings. “Enough” depends entirely on how you want to spend your days, your lifestyle standards, your health, and how you want to share your wealth.

  • The Empty Nester’s Guide to Downsizing

    The kids have moved out. The house feels too big. Maybe you’re tired of the upkeep. Perhaps you’re thinking about coastal retirement or wanting to be closer to the grandkids. Or you’ve simply realised you’re sitting on substantial equity that could fund Your Great Life.

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