Blog

Insights from us

Funds

Industry Super Funds vs Tailored Portfolios: What’s the Real Difference?

Retirement Planning

Retirement Planning Lessons from 2025: What We’re Applying in 2026 for Our Clients in Bendigo and Regional Victoria

Payday

Payday Super: What It Means for Australians Going Forward

Retirement Planning

A Retirement Planning Case Study: Navigating the Age Pension After the Loss of a Spouse

Financial Planning in Bendigo Why Homeownership, Super & Personal Circumstances Matter for Your Retirement

Financial Planning in Bendigo: Why Homeownership, Super & Personal Circumstances Matter for Your Retirement

Financial Advice

Financial Advice After a Major Life Change: A Real-Life Client Story

Retirement Planning

A Real-Life Example: Planning Retirement as a Single Australian (December 2025)

Income

What Is Superannuation? Essential Superannuation Strategies for Better Retirement Planning

Australia’s Latest Interest Rate

Australia’s Latest Interest Rate Announcement December 2025: What It Means for Households, Investors & Regional Communities

Retirement Planning vs Wealth Management

Retirement Planning vs Wealth Management: What’s the Difference and Why You Need Both

Retirement Planning

Retirement Planning Made Simple: A Step-by-Step Guide to Building Long-Term Wealth

Guardian-Shield Super Collapse

Why the Guardian-Shield Super Collapse Matters — And What It Means for Investors

TEAM

I am ready to navigate my financial future & wellness