by Adam Massey | Dec 8, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Insurance, Investing, Superannuation |
Are Your Children Really Ready to Inherit? A Practical Stress Test for Australia’s $5.4 Trillion Wealth Transfer Australia faces a $5.4 trillion intergenerational wealth transfer, but research shows many heirs lack financial capability and confidence. The inheritance...
by Adam Massey | Nov 26, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation |
Hanging Up His Boots at 95: Buffett’s Timeless Investment Principles Warren Buffett’s retirement at 95 marks the end of an era, but his principles remain a blueprint for investors and advisers. His approach emphasizes patience, compounding, and disciplined value...
by Adam Massey | Nov 12, 2025 | Financial Advice, Financial goals, Goals, Investing, Retirement |
Is the Family Trust Still Worthwhile? Family trusts continue to offer benefits in tax planning, succession, and asset protection, but rising compliance costs and regulatory scrutiny are reshaping their value. Recent ATO focus on distribution rules and reimbursement...
by Adam Massey | Oct 27, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Insurance, Investing, Retirement, Superannuation |
Conquering the Maze: Navigating Retirement Concessions Retirees often miss out on valuable concessions due to a fragmented and confusing system. This article outlines how to access federal and state benefits like the PCC, CSHC, and Seniors Cards, and highlights the...
by Adam Massey | Oct 14, 2025 | Financial Advice, Financial goals, Financial Tips, Goals, Retirement, Superannuation |
Beyond the Traditional Retirement: Navigating Ageism, Semi-Retirement, and Wealth in Modern Australia Retirement is no longer a fixed endpoint but a flexible phase blending work, leisure, and purpose. Many Australians are working longer for financial and personal...
