16 Sep 2026

How to Build a Financially Secure Retirement

By Jane Purnell

Retirement may be one of the biggest financial transitions you will ever make. After decades of earning an income, building superannuation, paying down debt and accumulating assets, the focus gradually shifts from building wealth to making that wealth support the lifestyle you want.That is why retirement planning involves much more than simply deciding what age you would like to stop working.A good retirement plan considers how much income you may need, where that income will

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13 May 2025

Why You Should Seek Aged Care Advice Before Making Important Decisions

By Jane Purnell

Navigating the aged care system in Australia can be complex and overwhelming. Whether you’re planning for your own future, or helping a loved one transition into care, obtaining aged care advice from a qualified professional can make a significant difference in both financial outcomes and peace of mind. In this article, we’ll explore why seeking expert aged care advice is a smart move—and how it can help you make informed, confident decisions during what is

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11 Dec 2024

Helping the kids

By Jane Purnell

Helping the kids- Without derailing your retirement plans As parents, the instinct to support our children never truly fades, even when they become adults, but when you are looking at giving them a financial helping hand, there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be tricky knowing what form your support should take, in order to maximise

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