top of page
My Fortress - Articles


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


Surprise retirement expenses you should know about
Retirement often forces people to put their spending habits under the microscope in ways that they didn’t during their working years....

My Fortress
Sep 23, 2024


Can you contribute to your child’s super?
As a parent, you probably want to boost your child’s chances of achieving wealth and security in life, and topping up their super might...

My Fortress
Aug 16, 2024


Estate planning strategies for blended families
If you’re in the middle of the estate planning process, having a blended family can add a lot more complexity than you were prepared for....

My Fortress
Aug 16, 2024


Is default bias derailing your super?
Let’s imagine two groups of people looking to hire a car. One is told they can have any colour they want, but if they don't make a choice...

My Fortress
Aug 16, 2024


Planning for retirement when you have debt
According to ABS figures, the average household debt has quadrupled over the last 18 years, jumping from $62,000 in 2003-04 to $242,000...

My Fortress
Aug 16, 2024


3 cognitive biases that might hindering your financial success
We make thousands of decisions each day, and a lot of those decisions happen beyond our awareness. While plenty are minor or...

My Fortress
Jul 25, 2024


Passing on wealth while alive or through a Will: Which is better?
With the average person living longer these days, many are choosing to bestow some of their assets to their loved ones during their...

My Fortress
Jul 25, 2024
bottom of page

