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Economic update May 2026

Mannie Lucero May 12, 2026 No Comments

Market developments during April 2026 included: Key Points Australian Equities The S&P/ASX 200 Accumulation Index rose 2.2% in April, with seven of the 11 sectors closing higher. Information Technology (+13.2%),…

Smart ways to grow your super as you approach retirement

Mannie Lucero April 23, 2026 No Comments

Retirement isn’t a single moment. It’s a long, wonderful chapter – and the choices you make today help determine how confidently you’ll step into it. Whether you’re 10 years or…

Seven ways to protect your mobile phone from hackers

Mannie Lucero April 23, 2026 No Comments

Our phones contain so much personal information that it’s important to keep them secure. Follow these seven cybersecurity tips to help secure your mobile device from hackers and online fraud.…

Payday Super changes – what they mean and how they could boost super for some

Mannie Lucero April 23, 2026 No Comments

Payday Super means employers must pay super at the same frequency as they pay wages. The changes are being introduced to improve retirement outcomes and reduce unpaid super. Moving away…

Managing risk

Mannie Lucero April 23, 2026 No Comments

We all want to earn high returns but every investment has some degree of risk; and higher returns generally mean higher risk. Think about the level of risk you’re comfortable…

The power of visual aids – how they help you get better client outcomes

Jonathan Douglas April 17, 2026 No Comments

Why visual aids work so well 1. We understand images faster than words Our brains process visuals almost instantly. Simple diagrams, charts or icons help you grasp the meaning quickly…

Introducing CapBack Licensee Solutions – a full backoffice service for self licensed AFSLs

Rachael Beveridge March 31, 2026 No Comments

31 March 2026 Mr Grant O’Riley, Managing Director has formally announced the launch of new company, CapBack Licensee Solutions. As leader and founder of the successful AFSL, Capstone Financial Planning…

Downsizing your home? Understanding the downsizer contribution

Sam Little March 24, 2026 No Comments

Downsizing the family home is often part of the longer term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the…

Five simple steps to saving cash (while still having a life)

Sam Little March 24, 2026 No Comments

With cost of living pressures, everyone could do with some extra cash right now. One straightforward option is to stop cash leaving your account in the first place. In other words, check…

Haven’t checked your super balance? Make sure you’re not missing out

Sam Little March 24, 2026 No Comments

Super will soon need to be paid into your super account within seven business days of your regular pay, making it easier to check and grow your savings. Summary Almost…

Women in super – 5 smart super tips at every stage of life

Rachael Beveridge March 24, 2026 No Comments

Careers pause, shift and evolve – especially for women. But even with nonlinear working paths, there are simple steps you can take to keep your super moving forward. Women’s working…

The four types of proof you must demonstrate

Jonathan Douglas March 11, 2026 No Comments

In today’s competitive financial services landscape, trust is everything. Consumers don’t just want advice – they want validation. Before they commit to working with a financial adviser, they look for…

Archives

Economic update May 2026

Smart ways to grow your super as you approach retirement

Seven ways to protect your mobile phone from hackers

Payday Super changes – what they mean and how they could boost super for some

Managing risk

The power of visual aids – how they help you get better client outcomes

Introducing CapBack Licensee Solutions – a full backoffice service for self licensed AFSLs

Downsizing your home? Understanding the downsizer contribution

Five simple steps to saving cash (while still having a life)

Haven’t checked your super balance? Make sure you’re not missing out

Women in super – 5 smart super tips at every stage of life

The four types of proof you must demonstrate

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