Articles
2024 Year in Review: Successfully navigating uncertain times
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted…
LifePath Advisers Shine at FAAA Congress
LifePath Financial Planning Advisers Shine at FAAA Congress We are excited to share that our team of financial advisers recently attended the Financial Advice Association of Australia (FAAA) Congress Gala night. This annual event is a highlight in the financial planning industry, offering a unique opportunity for professionals to connect, learn, and grow. A Hub…
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this festive minefield of shopping, social gatherings, and feasting, it’s common to feel a little frazzled. In fact, research has found that the holiday season is…
Multi-Factor Authentication (MFA) Enhancement for our client portal
Keeping your information safe and secure is our top priority. To enhance the security of our client portal, we are implementing mandatory multi-factor authentication (MFA) for all clients. What is Multi-Factor Authentication (MFA)? MFA is a security measure that requires users to provide more than one form of authentication to access an account. It is…
Is a retirement village right for you?
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life….
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents. The phenomenon…
Get to know Shannon McKeown
We are thrilled to introduce Shannon McKeown, our newest team member LifePath Financial Planning. Shannon brings with her an impressive 20 years of experience in the financial planning industry. Born in Perth, then moved to the Capital Canberra and spent time on the family farm in Yass. She is a dedicated mother who understands the…
How to spot a scam
Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life. On the latest figures available, Australians lose over $10 million every month to scammers. There are plenty of rackets running at any one time involving…
Holidaying off the tourist trail
When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths. While these destinations have their allure, travel to popular destinations is booming and comes with challenges so there are advantages to venturing off the beaten track and seeking out the hidden gems. Travel is booming…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available. With income protection insurance, you can be paid some 70 per cent of your income for a specified period to help when you cannot work.i The most…