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AI and bank shares push super balances higher in 2024

Rachael Beveridge November 11, 2024 No Comments

AI and bank shares push super balances higher in 2024 Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above…

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Work life balance managing career and personal life

Rachael Beveridge October 28, 2024 No Comments

In the digital age, where connectivity is constant, achieving a healthy work-life balance has become more challenging than ever. Technology and remote work have revolutionised the way we live, work…

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The impact of lifestyle on life insurance premiums

Rachael Beveridge October 28, 2024 No Comments

Life insurance premiums are calculated based on a number of factors, such as your age, gender, health at the time of application, smoking status, occupation, lifestyle and hobbies. Your health…

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Pulse checking your finances

Rachael Beveridge October 28, 2024 No Comments

Your financial health is key to the health of your wellbeing, relationships, work and home life. It’s important to have a regular checkup of your financial position to ensure you’re…

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Grow your retirement income

Rachael Beveridge October 28, 2024 No Comments

In retirement, every dollar counts and it is worth exploring different strategies to grow your retirement income. Here’s how do it… Use your super wisely If you’re about to retire…

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Five signs you may need a financial adviser

Rachael Beveridge October 28, 2024 No Comments

1. You don’t have time When you’re juggling your job with your personal and family life, it can be challenging to carve out time in your schedule to really sit…

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Caring for ageing parents

Rachael Beveridge October 28, 2024 No Comments

Some of us may help provide assistance to our ageing parents or other relatives in the future. That time may bring a range of emotional and physical challenges. Planning ahead…

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How do I know?

Rachael Beveridge October 28, 2024 No Comments

When it comes to spending money, all of us as consumers are looking for proof – convincing evidence of some type that encourages us to actually spend the money. And…

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Capstone Financial Planning launches fresh new look

Rachael Beveridge October 15, 2024 No Comments

Mr Grant O’Riley, Managing Director at Capstone Financial Planning formally launched a fresh new look for the Company today. The new branding aims to represent Capstone as a more innovative,…

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Navigating the transition to a successful retirement

Rachael Beveridge October 9, 2024 No Comments

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. We live in an era of increasing…

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How fixed interest got its groove back

Rachael Beveridge October 9, 2024 No Comments

Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally considered to be at or near their peak, fixed interest…

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Financial literacy for kids

Rachael Beveridge October 9, 2024 No Comments

Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re also an invaluable tool for learning. Here are some ideas…

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