For many Australians, retirement may be an ideal time to downsize or relocate, or both, while freeing up a bit of extra money. Either...

There’s no denying that we’re living in interesting times. Unemployment is at historic lows in Australia and, off the back of a pandemic,...

It is important to revisit your investment mix against your risk profile and rebalance where needed. At My Fortress, we discuss this with...

For many people, reviewing an insurance policy is right up there with tax returns or visits to the dentist. It’s not the most palatable...

Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or...

If you’re thinking about selling your family home and downsizing or moving elsewhere, you may be able to use some of the proceeds from...

Talking about money with a loved one can be hard at the best of times. Money is the foundation of our financial security, and quite...

Ignore the prophets of doom — they are always with us and usually wrong. Make sure your children have adequate insurance. It’s much more...

Investing, as is life itself, is as much about the journey as the destination – and it has been quite the journey since 2003. While past...

Most of us know that making extra super contributions can be a great way to accelerate our retirement savings and boost our income for...

Managed funds vs Exchange-traded Funds The ‘Managed fund vs ETF’ conversation continues to play out through social media and online...

Home prices are continuing to plunge on the back of the fastest surge in interest rates since the early 1990s. So far national average...

You’ve worked hard to build up your super to one day reap the benefits. But if you pass away sooner than you expected, the remainder of...

A recession is often defined as two consecutive quarters of GDP contraction, and while there is indeed a more meaningful risk of...

It is important to understand what you’re investing in, as well as where you’re getting your information. How are Australian investors...

Be deliberate - Setting measurable investment goals gives you clarity and direction and prevents you from falling into common investment...

(and how life insurance can help them deal with those costs) Although we don’t like to think about it, death is a part of life and it is...

We share some key superannuation and tax changes for the 2022-23 financial year, as well as some measures that have remained the same....

Introducing children to the concept of investing and building long-term wealth helps lay the foundations early; with an ageing population...