Economic update August 2025
Global Financial markets rallied in July after the US struck trade deals with Japan and the EU, which involved a reduction in the tariff rate in exchange for over $1…
Archives
Are you wasting your marketing dollars?
As we know there are so many types of marketing activities we can choose from to generate more business. Unfortunately, many local business owners and/or advisers who do invest in…
When you need a Will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to…
Tariff uncertainty and what this means for retirement income
One of the keys drivers of happiness in retirement is the peace of mind that comes from financial security. However, US tariff announcements since the start of April have added…
Is it worth salary sacrificing into super?
We’re all familiar with the concept of super. It’s that portion of our salary that employers are required to contribute to a super fund on our behalf, with the goal…
How worried should I be about running out of money when I stop working?
It’s not unusual to be worried about running out of money when you stop working. A recent survey of Perpetual members found that 37 per cent of respondents approaching retirement…
National Conference 2025
Capstone 2025 National Conference Home | Search Results for '' | Page 2 Transformation – navigating your future Delegate List Breakout Sessions Map Day 1: Wednesday 23 July 2025 11:00…
What is a sales funnel and why is it important to your success?
The sales funnel explained The sales funnel is a “sieve” that leads prospective clients through your sales process. It casts its net wide and then gradually weeds out unqualified prospects…
How does life insurance work?
A step by step guide to help you through the decision making process. Firstly, what is life insurance? “Life insurance” is the general term we give to the range of…
Online shopping: Be secure when shopping online
Online shopping is convenient and the preferred way to shop for a lot of Australians but it comes with a risk. Cybercriminals often target online shoppers to steal their money…
Three ways to access advice for a resilient retirement
Did you know there’s a secret weapon when it comes to building financial resilience? Turns out that Australians who have had advice are much more likely to be able to…
How super works
If you’ve ever had a job, then super is going to be on your radar. Knowing what it’s all about is the first step to making it work for you. …