top of page
My Fortress - Articles


Why underspending could be the biggest risk to your retirement
A big part of retirement planning is making sure your savings last you till the end of your life. But there’s a fine line between being...

My Fortress
May 12


Estate planning mistakes that could leave your family in crisis
An estate plan is more than just a Will — it’s a comprehensive strategy for protecting your legacy and your loved ones. But crafting one...

My Fortress
Mar 17


Longevity risk: Will you outlive your savings?
When we map out what our retirement will look like — or what we hope it will look like — there are plenty of assumptions we have to work...

My Fortress
Mar 17


Do you still have to worry about tax in retirement?
There are plenty of things you won’t have to worry about once you retire, but depending on your situation, tax might not be one of them....

My Fortress
Mar 13


What to know before going guarantor on your child’s loan
These days, many Aussies are stepping in to help their kids get their home loan applications over the line. That often takes the form of...

My Fortress
Mar 13


How to stop inflation derailing your retirement goals
The rising cost of goods has been a major concern for Aussie households for some time now. And while inflation in Australia seems to be...

My Fortress
Mar 13


Ways to help prevent claims on your estate
Estate planning is a delicate business, and despite your best efforts there’s always a chance things might take a turn for the messy...

My Fortress
Feb 13


Are you in the retirement risk zone? Understanding sequencing risk
There’s no telling how the market will perform in a given year. While many investors like to consider themselves expert prognosticators,...

My Fortress
Feb 13


How rewriting your personal money rulebook can set you up for success
When it comes to money, most of us are walking around with a set of rules we didn’t even choose. These rules—unspoken, inherited, or...

My Fortress
Feb 11


The biggest risks to your super and how to manage them
It’s common for older Australians to feel anxious about running out of money. After all, you’re particularly vulnerable to shocks as a...

My Fortress
Jan 23


Financial housekeeping tips to start the year on the right foot
Many people put off giving their finances an audit, often out of a lack of motivation, fear of what they’d uncover, or uncertainty about...

My Fortress
Jan 23


How to reset your finances after a setback
Most people will experience a financial setback at some point in their lives. But there are some events that can turn your world on its...

My Fortress
Nov 21, 2024


Life events that should trigger a review of your insurance
Most Australians have life insurance through their super fund. While this can be a cheaper and more convenient option than purchasing a...

My Fortress
Nov 21, 2024


Cash flow principles to live by
Just as companies monitor the net flow of cash to ensure bills are paid, profits remain high, and investment opportunities aren’t missed,...

My Fortress
Nov 21, 2024


Savvy ways to encourage your teens to save and invest
Financial literacy in school age children is important, but the stakes get much higher once your kids start working and earning an...

My Fortress
Oct 21, 2024


What does financial freedom look like (and is it in the cards for you?)
There are many different paths to financial freedom. For some people it’s the product of years of planning and discipline. For others,...

My Fortress
Oct 21, 2024


Will you need to sell your home to fund aged care?
As you or your parents grow older and the realisation that some form of aged care may be needed starts to set in, it’s easy to find...

My Fortress
Oct 21, 2024


5 steps to take right now to make sure your super is working for you
Your annual super statement will provide a snapshot of how your super is going, but it can also be an invitation to take a look under the...

My Fortress
Sep 23, 2024


How scammers target your superannuation (and what you can do to protect it)
Your super is likely one of your biggest financial assets, and unfortunately that makes it a popular target for scammers. While they have...

My Fortress
Sep 23, 2024
bottom of page