The Hidden Cost of Delayed Retirement | Balancing Reform and Resilience | Buffett’s Farewell and the Future of US Exceptionalism | Q&A

The Hidden Cost of Delayed Retirement | Balancing Reform and Resilience | Buffett’s Farewell and the Future of US Exceptionalism | Q&A

by | May 26, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation | 0 comments

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...
Family Trusts and Relationship Breakdowns | Shelter, Security, and the Australian Dream | The art and Science of Fund Manager Selection | Q&A

Family Trusts and Relationship Breakdowns | Shelter, Security, and the Australian Dream | The art and Science of Fund Manager Selection | Q&A

by | May 12, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Superannuation | 0 comments

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...
The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

by | Feb 3, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

The Richest Man in Babylon “The Richest Man in Babylon” by George S. Clason is a timeless personal finance book that imparts financial wisdom through parables set in ancient Babylon. It emphasizes the importance of saving a portion of one’s income, the power of...
What to expect from the Australian property market in 2025 | An investor’s guide to potential U.S. policy changes | Howard Marks warns of market froth | Q&A

What to expect from the Australian property market in 2025 | An investor’s guide to potential U.S. policy changes | Howard Marks warns of market froth | Q&A

by | Jan 20, 2025 | Debt, Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Massey Market Updates, Superannuation | 0 comments

What to expect from the Australian property market in 2025 Residential real estate in Australia has shown resilience, recovering strongly since early 2023 despite recent minor price declines. The market is expected to experience a year of two halves in 2025, with a...
The Great Australian Urban Exodus | Trump 2.0 | Trust Structures in Estate Planning | Q&A

The Great Australian Urban Exodus | Trump 2.0 | Trust Structures in Estate Planning | Q&A

by | Dec 10, 2024 | Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: The Great Australian Urban Exodus: How housing costs are reshaping our cities and regions Australia’s cities are experiencing a significant shift due to a severe housing affordability crisis, with only 10% of the market remaining...