Now & Next Autumn 2026
March 25, 2026
Could an investment bond help set your child up for a future home deposit in a tax-effective way? And what does ongoing US political uncertainty actually mean for Australian investors?
Tag: Financial Advisers
Now & Next Summer
January 20, 2026
Most retirees move through three stages of retirement, each with different spending and income needs.
Now&Next Spring 2025
October 8, 2025
In this edition of Now & Next, we explore the shifting financial landscape as we head into the final quarter of the calendar year, and what that means for busy professionals, families, and business owners looking to stay proactive.
Now&Next Winter 2025
June 6, 2025
This winter, the financial landscape continues to shift, but the most powerful strategy remains the same: clarity and action. In the latest Now&Next update, we break down what’s happening right now in finance, what’s on the horizon, and most importantly: what you can do about it.
Trusts vs Investment Companies: What’s Best for Building & Transferring Wealth?
April 1, 2025
At some point, every successful family will face a critical question: how do we ensure our wealth is passed down efficiently, securely, and in a way that benefits future generations? Whether it’s a family business, a property portfolio, or carefully built investments, structuring wealth transfer correctly is crucial to preserving its value.
Now&Next Autumn 2025
March 13, 2025
The Now & Next Autumn 2025 edition explores critical financial planning topics, offering expert insights on estate management, intergenerational wealth transfers, and financial support for grandchildren.
The Hidden Risks of Intergenerational Wealth Transfer (And How to Avoid Them)
February 28, 2025
Transferring wealth across generations may seem straightforward—assets are passed down, and the next generation continues to build on them.
Woo hoo! 10 years to retirement
July 24, 2023
Roger and Margaret are thinking about retirement, but they’re quick to add ‘not just yet’.
Physiotherapist & Engineer require financial triage
June 8, 2023
Bill and Maddie are highly qualified busy professionals. Maddie is a senior physiotherapist. Bill is a mechanical engineer studying his Masters.
How to upsize your super with a downsizer contribution
June 5, 2023
If you’re thinking of selling your home, using some of the proceeds to boost your super might be an attractive option. We step through the government incentives, things to consider and opportunities for your retirement planning.