by admin | Jan 26, 2026 | Blog
A lot of people wonder whether they actually need a financial planner. With investment apps, super dashboards and endless money advice online, it’s a fair question. The short answer is this. Some people can manage on their own. Most people think they can, but quietly...
by admin | Aug 22, 2025 | Blog
If you’re a small business owner in Melbourne, you’ve probably asked yourself at some point:”Should I keep paying rent to someone else—or should I own the building myself?” But here’s the twist: what if your superannuation fund could be the landlord?...
by admin | Aug 12, 2025 | Blog
By Partners in Planning – Melbourne-based Independent Financial Planners Divorce is rarely just emotional — it’s often financially disorienting, too. Whether you’ve just begun the legal process or are staring at a freshly stamped settlement, it’s normal to feel...
by admin | Aug 9, 2025 | Blog
As independent financial planners based in Melbourne, we’ve seen a growing trend: more people in their 50s are seeking advice not just for retirement—but for financial independence. They’re not necessarily ready to stop working, but they want to know they could if...
by admin | Aug 6, 2025 | Blog
When most people think about estate planning, they think about wills, superannuation, and family trusts. But there’s a lesser-known tool that’s rapidly gaining traction—especially for families looking to pass on wealth smoothly and tax-effectively: Investment Bonds....
by admin | Aug 5, 2025 | Blog
If you’re approaching or in retirement and living in Melbourne, you may be sitting on a home worth over $2 million—but with limited cashflow to truly enjoy your lifestyle. Sound familiar? You’re not alone. We work with many retirees who are “asset rich but income...
