Joel Carty CFP®

How to choose between a lifetime pension, annuity, account-based pension, or lump sum at retirement

Discover the key ways to access your super in retirement - from account-based pensions to annuities and lump sums - and learn how to choose the option that best supports your lifestyle and long-term financial security.

Colin Jowell

Why is estate planning so hard? And what you can do to make it easier…

Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies, the surviving spouse and children open a cupboard or a laptop, and suddenly they are trying to reconstruct a life from scattered paperwork, half-remembered details and password guesses. Grieving and guessing at the same time.

Kieran Menzie CFP®

Seven steps to securing a comfortable retirement

Retirement means different things to different people; travel, family time, hobbies, volunteering, or a mix of all. Before you crunch numbers, be clear on what matters most to you. This clarity will guide every financial decision and help make retirement more fulfilling.

Nick Zvezdakoski

The top six tips every Aussie expat needs to know

Joel Perryman

Superannuation is your secret weapon for wealth building

When you’re running your own business, superannuation can feel like an afterthought – something for employees, not entrepreneurs. But here’s the truth: super is one of the most powerful investment vehicles available to sole traders and business owners in Australia. And it’s not just about retirement – it’s about building wealth, protecting your future, and taking advantage of some of the most generous tax incentives in the financial system. Let me show you how.

Jordan Vaka

Navigating the financial complexity you’ve just inherited

When someone you love dies, you're left with more than grief. You’re often left with responsibility – financial structures you didn’t set up, accounts you’ve never seen, and paperwork that can leave you wondering just what their intention was.

Luke Marshall CFP®

Estate administration – what really happens after you die

It’s one of the most common questions clients ask when completing their estate plan: “What actually happens to kick off the process when I die?” For all the time spent drafting wills and building tax-efficient structures, few people understand what really happens next. Estate administration, collecting, managing and distributing a deceased person’s assets, is part law, part logistics, and part people management. With a little foresight, though, it can run far more smoothly.

Patrica Garcia CFP®

From retirement uncertainty to confidence – a smart strategy case study

For many Australians, the idea of retirement can feel daunting. Even with years of hard work and a steady income, it’s common to worry about whether there will be enough money to retire comfortably. This was the case for one of our clients who had dedicated her life to caring for others but felt uncertain about her own financial future.

Jade Khao CFP®

Top tips for business succession planning – from a financial planner

Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning is often overlooked until it’s too late, but a well-thought-out exit strategy can be the difference between a smooth transition and a chaotic scramble. So, when should you start planning? What should you consider? And how do you avoid common pitfalls? Here are the top tips...

Cate Americano

Founder, CEO, Director - Inspiration Café | Business Coach, Strategic Adviser, Career & Life Designer

Articles by Cate Americano

Know Me to Grow Me: The Four Preferences That Shape How You Show Up at Work and in Life