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eNews – March 2025

In this month’s newsletter, we tackle a fear shared by many current and soon-to-be retirees: the possibility you’ll outlive your savings. And when it comes to estate planning, chances are you don’t want to create too much work for your loved ones, so we look at some common mistakes Aussies make when settling their affairs and how to avoid them.

Next, we look at some subtle changes you can make in your daily routine that can leave your finances looking much healthier. And for anyone taking up investing, it pays to know about all the ways you can reduce the tax owed on your earnings. Finally, we explore some ways that couples can avoid tension around money and build a winning financial strategy together.

Enjoy the edition.

Longevity risk: Will you outlive your savings?

Planning for retirement can be difficult when you don’t know how long you’ll live.

Estate planning mistakes that could leave your family in crisis

Estate planning can be a minefield of potential missteps, especially if you don’t have the right experts on your side.

Ways to rewire your brain and take control of your finances

Whether you’re saving up for a home or you just want some extra breathing room in your budget, small changes can make a big difference.

4 essential tax tips for first time investors

When you’re new to investing, you’d be forgiven for focusing solely on returns. But no investment strategy is complete unless it factors in tax.

The 5 things every couple needs for financial harmony

Money can be a source of joy or tension in a relationship. Here are a few things you and your partner can do to win together.