finances

Financial planning

Financial wellbeing in Australia declines

Research by the University of Melbourne and Commonwealth Bank found overall financial wellbeing in Australia is down 1.1% from the previous year amid cost of living press...

Financial planning

Aussies still feel finances to be taboo topic

New research from Suncorp has revealed half of Australians never discuss their finances with family and friends, while a further 14 per cent still consider the topic tabo...

Features

Getting into the minds of our clients

Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...

Superannuation

Retirement costs rise in September

Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....

Financial planning

Be careful when selling family home

Pensioners considering selling the family home in light of the changes to the Age Pension assets test should take into account emotional and practical consequences before...