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My Fortress - Articles


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


The eligibility age for the downsizer contribution has changed. Do you qualify?
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...

My Fortress
Mar 16, 2023


How can I start a difficult conversation about money?
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...

My Fortress
Mar 7, 2023


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

My Fortress
Jan 23, 2023


A review of the last two decades in investing
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...

My Fortress
Jan 17, 2023


3 things you may not know about super
Most of us know that making extra super contributions can be a great way to accelerate our retirement savings and boost our income for...

My Fortress
Jan 17, 2023
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