SMART Life - Issue 19- Summer 2025

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SMART Life - Issue 19 - Summer 2025

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What are my options if I'm asset rich and cash poor?

Rising living costs have made it tricky for many Australians to make ends meet. If you own your own home, you’ve benefited from rising property prices – but only on paper. If you want more money to live on, we step through five ways to boost your bank account.

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How to have a conversation about aged care.

Retirement can feel like a shockwave, particularly if life’s circumstances or a redundancy means that you don’t get to choose the timing. We outline below how to set up healthy habits and structures now and set out why having a financial adviser can help smooth your transition. 

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4 Jun

SMART Life - Issue 21 - Winter 2025

The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.


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4 Jun

Market Wrap - April 2025

Global markets whipsawed following the “Liberation Day” tariff announcements on April 2, and subsequent developments throughout the month. Volatility was rife and trading volumes were robust.


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20 Feb

Market Wrap - January 2025

The November CPI print showed that monthly trimmed mean inflation decelerated from 3.5% to 3.2%. While services and housing inflation continued the downward trend, electricity prices surprised to the upside after various subsidies came off.


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