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.
As we approach 30 June, many Australians turn their attention to tidying up their finances before the end of the financial year.
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.
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.
Transferring wealth across generations may seem straightforward—assets are passed down, and the next generation continues to build on them.
Early retirement holds an irresistible appeal for many Australians: the chance to leave behind the daily grind, focus on personal passions, and live life on your own terms.
For many business owners, their enterprise is more than a source of income—it’s the culmination of years of effort, vision, and dedication. However, transitioning out of a business is an eventuality that many owners face, whether to retire, pursue new opportunities, or capitalise on the value they’ve built.
For many busy professionals, achieving financial freedom and retiring early are enticing goals. However, between career demands, family obligations, and maintaining your current lifestyle, it can feel overwhelming to balance immediate financial needs with long-term wealth-building strategies.
As you approach your 50s, retirement transforms from a distant dream to a rapidly approaching reality. Now is the time to strategically plan and secure the comfortable retirement you’ve always envisioned. This stage of life marks a critical period where the focus should shift from merely accumulating wealth to strategically managing and preserving it for the years ahead.
Roger and Margaret are thinking about retirement, but they’re quick to add ‘not just yet’.
