× Home Modules Articles Videos Life Events Calculators Quiz Jargon Login
☰ Menu

Tags: Debt  Estate Planning  Insurance  Investments  Superannuation  Tax  Show All   

Aged care services: Home care packages

If you or a loved one requires higher-level aged care services, but would still like to reside at home then a Home Care Package may be an option to consider. In this article, we take a closer look at how this service works.

Aged care services: Commonwealth home support programme

For the majority of people, being able to live independently in your home as you age is what you want, but the reality is that sometimes you may need some help. In this article, we focus on the Commonwealth Home Support Programme.

The pitfalls of DIY Will kits

According to recent research, approximately 45% of Australians pass away without a will, or intestate. We explore why DIY will’s may not be the solution to your estate planning needs.

A 'Living' Will: Advanced care directives

We generally expect that our wishes for medical treatment will be respected, but what happens when we are not able to make decisions, due to an accident, sudden illness, or a progressive disease.  Having an advanced care directive is a way to ensure that our preferences for medical treatment are considered at a time when we may be unable to express them. 

A family who talks about money

In our busy lives, talking about money matters with our family may prove to be a daunting and sometimes emotional subject, especially around the dinner table. However, avoiding these often difficult conversations may have several drawbacks in the future.

Your guide to becoming a Philanthropist

There is a common misconception that in order to give you need to be wealthy, and that the only thing you can give is money. But the truth is that there are many different financial and non-financial ways that you can give to others. See how you can bring philanthropy into your life and make a real difference.

2016 Federal Budget Overview - How it affects your family and your wallet.

The 2016 Federal Budget may impact you more than you think, mainly because your tax dollars go towards making it happen, but also because changes were announced that affect nearly every Australian.

6 Ways to Support Ageing Parents

There are many different ways to assist ageing parents in better managing their financial affairs and even small things can make a difference. We provide you with some useful tips to help you through this process.

Love Me, Love Me Not: Financial Considerations for Moving in Together

Moving in with a partner can be an exciting time, but don’t just jump in. Take the time to think upfront about the financial practicalities and what it could mean if things don’t go according to plan. This might apply to you or a loved one.

Making Your Estate Plan Count

Do you have a robust estate plan and is it up to date?  There are important things to consider as you go through the process of developing or reviewing your estate plan. These can make a big difference to your dependants and loved ones.

Top 10 Financial To-Dos

It’s nearly time to sign off from work and start the holidays. Give yourself a stress-free vacation knowing that your finances are taken care of by ticking off these financial ‘to-dos’. 

Don’t take a gamble: put a plan in place.

With so many decisions to make in life, we often forget to plan. But certain events are too important to gamble with - have you planned for the things that matter? 

Retirement living - more than meets the eye.

These days there are many different ways people can change their living situation as they get older.  Are you thinking about your next move? Explore the different options that might be suitable to you.

Parents Returning to Work

There are many things to consider when returning to work after caring for young ones. There are both financial and non-financial considerations. This article explores the important things that need to be considered.

‘Bob The Builder’ Budget – What’s in it for you?

The 2015 Federal Budget was relatively tame, with a big focus on creating jobs and stimulating economic growth. Our article looks at what’s in it for you. From the changes for the young and unemployed, for families, business owners, to the over 50's and the already retired.

What are you leaving behind – An inheritance or a legacy?

Are you leaving an inheritance or a legacy? What’s the difference? We explain in this article.

Divorce and the Split of Assets

When a marriage, or a de-facto relationship breaks down, the task of separating finances can be very difficult and stressful. This article looks into the financial implications of divorce with regards to asset splitting.

The Art of Giving

The Christmas season - a time for giving, is fast approaching. Donating to charity is a wonderful way to support the wider community and those in need. This article takes a look at the ins and outs of donating to charity.

Ownership - Joint Tenants Vs Tenants in Common

There are fundamental differences between Joint Tenants VS Tenants in Common, we review the importance of getting it right when purchasing assets with other people.

The Role Of An Executor

Do you know if you are an Executor of somebody’s will? Before appointing an Executor in your Will, or agreeing to be an Executor of someone else’s estate, it is important that you understand the implications of this decision and the roles and responsibilities that come with the title of Executor.

The importance of a Comprehensive Estate Plan

We may not like to think about it – but when it comes to our death, it pays to plan ahead. Here are some steps you can take to reduce the financial stress that result from poor estate planning.

Aged Care Reform

When we were children, our parents spent a good deal of time taking care of us – and reminded some of us that one day, we would return the favour.

Where there is a Will, there is a way (to control)

Having no Will, or a poorly drafted Will, can have devastating financial and emotional consequences. It is therefore wise to understand what would happen to your assets if you were to die.

Why bother planning money?

If you do have future financial goals, such as, retirement, buying a house, paying off your mortgage or buying a car or boat, then planning can certainly help achieve such goals in a timely and effective way.

New Year Financial Resolutions

As there are so many areas of finance, it can be overwhelming to review every area of your finances. Here is a short list of suggestions that might help you choose some areas that you would like to review or make a change in.