Insights

Business success and personal wealth the impact of alignment

Aligning your business and personal wealth plans ensures seamless progress towards your goals, maximising opportunities and reducing stress along the way.

2 contributors

Sydney

Insights

Aged Care in 2025: Is paying a large upfront RAD your only option?

As Australians continue to live longer than ever, it’s crucial to start early discussions about aged care. No one likes talking about getting older, but waiting until a parent or loved one has a fall, or loses the capacity to make decisions, can create unnecessary stress and financial pressure.

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

Maximising retirement savings: Key superannuation strategies for 2025

For many Australians over 60, the family home represents a significant portion of their wealth. However, unlocking that value to enhance retirement savings requires careful planning and a strategic approach.

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

The real reason why clients value advice

In 2025, financial advisers must evolve beyond traditional roles of managing investments, superannuation, and tax planning. Today, unless they are helping clients with the real issues that hinder them from leading their most prosperous lives while protecting their families, their wealth, and everything important to them, they will be replaced...

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

Who wants to be a millionaire?

The recent growth in residential property has provided an opportunity for those who have turned 60 years of age and are thinking about retirement. An optimal strategy when planning for retirement is to eliminate all remaining personal debt, contribute as much money into super as possible and commence an allocated...

2 contributors

Sydney

Insights

Aged care: Is paying a large upfront RAD your only option?

Australia has one of the highest life expectancies in the world (behind countries like Iceland, Japan and Switzerland) and rates are continuing to climb. But, as our parents and loved ones get older, it is important that we start the discussions early about aged care. No one likes talking about...

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

If you owned a money-printing machine, would you insure it?

In the pursuit of building our ‘ideal’ lifestyle, most of us tend to focus on what we want as being urgent, instead of what is important for our long-term needs. Taking out that enormous mortgage to buy our dream home and fill it with lots of stuff that we want,...

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

Who needs a financial adviser?

September 2018 marks 10 years since the Global Financial Crisis (GFC), an event that had a major impact on everyday Australians and how they now view the financial services industry. Millennials looking to save for their first homeYoung couples about to start a family and looking for strategies to reduce...

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

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2 contributors

Luke Kelly

Luke Kelly

Luke Kelly

2 contributors

Luke Kelly

Luke Kelly

Luke Kelly

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