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 | Jul 10, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Retirement |
Retirement planning can feel daunting, especially as you approach your 50s – a pivotal period when decisions you make today significantly impact your future financial security. Understanding how to navigate this critical stage effectively is crucial. At Massey...
by Adam Massey | Jun 9, 2025 | Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Superannuation |
Wealth, Wisdom, and Wellbeing End-of-year superannuation planning offers Australians a crucial opportunity to optimise their financial health and secure their future. Reviewing superannuation strategies before June 30 can maximise retirement savings and reduce...
by Adam Massey | May 26, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation |
The Hidden Cost of Delayed Retirement Increasing the Age Pension eligibility age in Australia has unintended consequences on family formation and fertility rates. Grandparents, who play a crucial role in providing informal childcare, are less available due to extended...
by Adam Massey | May 12, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Superannuation |
Family Trusts and Relationship Breakdowns Family trusts offer significant benefits for wealth management, but relationship breakdowns can complicate asset protection. Australian courts scrutinise family trusts during property settlements, often treating trust assets...
