Library

We love to keep you informed and with the following publications you'll always be up-to-date and in the know.

Your top five new year's resolutions
Overspent in 2016? Here’s how to put your finances back on track – and even get ahead.
Read more
Estate Planning - how to get it right
You’ve worked hard to build your wealth over the years. Now you can have peace of mind by ensuring your loved ones are taken care of. Here’s how.
Read more
Make the most of your retirement income

Adjusting to a reduced income in retirement can be challenging. But luckily, there are a wide range of support options available, plus all sorts of discounts and benefits, to give Australian retirees a financial helping hand.

Read more

How women can build their financial literacy
Do you lack confidence when it comes to financial decision making? How can women build their financial literacy?
Read more
Goals first, strategy second
If you haven’t figured out your lifestyle goals for your future, your financial strategy is like a journey without a destination.

Read more

Financial advice for each generation

Is everyone in your family getting the financial advice they should?

Australian families are changing and so are their financial needs.

Read more 

How women can close the super gap

It’s no secret that women retire with about half as much in superannuation savings as men. What can we do to ensure we enjoy a financially-secure retirement?

Read more

 
Building wealth in a low growth world

In the second article of our two-part series, we look at different strategies we might consider to protect and build long-term financial security in response to the current economic climate.

Read more

Slower economic growth

In the first of a two-part series, we outline what the current economic climate – characterised by a resources sector downturn and low interest rates and modest growth – means for Australian investors.

Read more

Protecting your income

How does income protection insurance work and what is its value?

Read more

Savings and the silly season

Don’t let the Christmas holidays undo your great work throughout the year. Be aware of spending patterns to turn silly season into savings season.

Read more

How much super is enough?

The age-old question about how much you’ll need when you retire is difficult to answer with precision. But there are more tools than ever to help get you as close as possible to a figure that suits your particular needs.

Read more

Simple steps to avoid financial traps

Avoiding common financial traps by following some very simple steps could provide a healthy boost to your savings and retirement wealth. Here we outline several everyday errors that could affect anybody — from first-time savers to serious investors.

Read more

Teaching kids about cash

Many valuable lessons are learned throughout life. One of the most important to pass on to kids is about the value of money. But how do you do it?

Read more

Winning the money mind games

Success in generating long-term wealth has a lot to do with awareness of the tricks money can play on your mind. How many of these do you recognise?

Read more

Gender imbalance

Women are lagging behind men in the superannuation stakes. Why is there such disproportion, and what steps can be taken to bring back balance?

Read more

For financial success, don't do this…

Many aspects of financial success are about putting good habits in place early and therefore making the most of time. That also means avoiding traps that can damage your dollar value. Here are out top five.

Read more

What is…? Investment terms explained

Want to learn more about investing but you’re not sure where to begin? Here are a few key terms every investor should know.
Read more

Life stage financial planning for women

At every life stage, from their 20s to their 60s and beyond, it’s vital for women to make specific financial plans and strategies thanks to their specific life and career patterns..
Read more
Teaching kids the secrets of financial success
In an increasingly digital world, the value of money can be a difficult concept for children to grasp. Here are some tips for helping your kids and grandkids become wealthy and wise.
Read more
Healthy and wealthy new year
As the holiday season approaches, it’s easy to be distracted from your financial goals. But this is actually the perfect time to put a few simple plans in place for a positive start to the New Year.
Read more
How to be financially prepared this Christmas
With Christmas just around the corner, here are 5 tips to help plan ahead and avoid a financial hangover on New Year’s Day.
Read more
Navigating the options of aged care
Successfully transitioning between in‑home care services, retirement villages and full-care accommodation is all about making timely, well-informed decisions.
Read more
Why women and men invest differently
While women play an active role in everyday financial decisions, they are less involved in managing long-term investments than men, according to recent research published by the Commonwealth Bank.
Read more
Managing the costs of childcare
To make child care more affordable, the federal government offers parents two forms of financial assistance. Here’s what you should know about these benefits – and how they’re about to change.
Read more
Property owners: what the 2017 federal budget means for you
If you’re invested in property – or if you’re looking to buy your first home or downsize – the federal government has proposed some initiatives that might impact you. Here’s what you need to know.
Read more
The nitty-gritty of financial goal-setting
There is plenty of advice out there about why you should save for your future, but little that explains exactly how.
Read more
2017 Federal Budget Overview
First home savers, downsizers and small business are the winners in Treasurer Scott Morrison’s second Budget – while taxpayers face an increase in the Medicare levy.
Read more
How much will your child's education cost?
Your child’s education is an important investment in their future. But getting it right takes careful planning, which means you need a true understanding of the costs involved.
Read more
Help your kids avoid the debt spiral
If you’re a parent concerned about the spending habits of your son or daughter, you’re not alone. Here are some simple suggestions to help your loved ones take back control and stay out of debt.
Read more
Are you ready for the changes to super contributions caps?
The Government is making significant changes to super contribution rules, effective from 1 July 2017.  So, it’s worth understanding how the new rules could affect you.
Read more