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My Fortress - Articles


From empty nest to full house: Ways to cope when your adult child moves back home
Many parents enjoy a new lease on life once their children move out of home. All the effort that was once spent supporting them can now...

My Fortress
Oct 6, 2023


Earning extra income while on pension?
The Government is enabling individuals on the Age Pension to earn extra income without losing their pension benefits. To receive the full...

My Fortress
Sep 7, 2023


The benefits of gearing for investors
Gearing means borrowing money so you can invest in a greater range of assets and earn potentially higher returns. Some benefits of...

My Fortress
Sep 7, 2023


6 questions to ask when you receive your super statement
It’s around this time that Australians receive their annual statement from their super fund. For many people, there’s not much of...

My Fortress
Aug 23, 2023


What are unlisted assets and do they belong in your super?
Super funds will invest in different types of assets to grow their members’ retirement savings, and unlisted assets can be an important...

My Fortress
Aug 23, 2023


How AI is supercharging financial scams
As with any new technology, we have to take the good with the bad. But in the case of artificial intelligence (AI), the can of worms it...

My Fortress
Aug 23, 2023


Your 2022-23 tax guide for investments
With the end of financial year approaching, it is important to ensure all your financial records are in order and you are aware of any...

My Fortress
Jun 27, 2023


What to consider when creating an estate plan
In order to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later...

My Fortress
Jun 27, 2023


Ways to help your kids without breaking the bank
It’s normal to want your kids to be financially comfortable in life, but rising costs of living may be making that more difficult by the...

My Fortress
Jun 21, 2023


4 mind hacks to help turn your finances around
Whether it’s our approach to saving and spending or our willingness to take on debt, psychology plays a big part in determining our...

My Fortress
Jun 21, 2023


Is early retirement still possible in a high inflation environment?
As far as threats to your retirement go, high inflation can be one of the most worrisome. It erodes the purchasing power of your savings...

My Fortress
Jun 21, 2023


Are there any silver linings to the RBA's rate hike campaign?
The Reserve Bank of Australia has been lifting interest rates at a rapid pace, quickly undoing its pandemic-era cuts and pushing rates to...

My Fortress
Jun 21, 2023


Why knowing your retirement number can be the best antidote to FORO
If you’re feeling nervous about whether your retirement savings will last as long as you do, you’re not alone. The Fear Of Running Out...

My Fortress
Apr 26, 2023


8 signs your Will may need an update
Most people put a Will in place and breathe a sigh of relief. It can feel like a big weight off your shoulders, a satisfying tick off the...

My Fortress
Mar 30, 2023


Are you thinking about downsizing your home, relocating or both when you retire?
For many Australians, retirement may be an ideal time to downsize or relocate, or both, while freeing up a bit of extra money. Either...

My Fortress
Mar 30, 2023


How to stay resilient in uncertain times
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,...

My Fortress
Mar 30, 2023


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

My Fortress
Mar 30, 2023


5 things to check on with insurance through super
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...

My Fortress
Mar 28, 2023


Caught in the middle: a sandwich generation that keeps on giving
Tight knit families that care for and support each other can provide an abundance of happiness and fulfilment. And living close by, or...

My Fortress
Mar 23, 2023
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