Most people I speak to aren’t planning to work forever. But they’re also not entirely comfortable switching work off overnight either. And that’s where an interesting shift is happening. Australia is dealing with a shortage of workers, yet there’s a large group of experienced people who could still contribute - if the settings were right. KPMG recently estimated that lifting participation in older workers could add around $29 billion to the economy each year Source: Untapped

87% of Australians are worried about the rising costs of household food and grocery expenses

We are proud to announce that our Net Promoter Score (NPS) has reached an impressive 92

On Tuesday 14 May 2024, the government handed down the 2024 Federal Budget

We are proud to say that 97% of clients expressed their willingness to refer us to their family and friends

‘Energy Made Easy’ is a free, Australian Government service. Go to energymadeeasy.gov.au

We’re in a low earning rate environment, whether it be wages or investment returns, combined that with inflation at over 5% as reported by the RBA, we now have real cost-of-living pressures. Economist are predicting inflation to peak at 6% in December^, mainly driven by a tighter jobs market and unemployment expected to drop to 3.5%^. However, real wages growth is yet to materialise. ^ Source: RBA statement 3/5/22 Meanwhile, investment markets are suffering with greater unce

Take our Financial Health Check in 3 minutes or less- https://livingfa.scoreapp.com/ The Financial Health Check benchmarks your financial health in three key areas. More importantly you will identify where you need to improve and learn ways to get on track. This resource was put together by our Associate Financial Adviser Linh Nguyen. If you have questions please let us know linh.nguyen@livingfa.com.au

On Tuesday 11 May, Treasurer Josh Frydenberg handed down the 2021 Federal Budget, which was eagerly awaited after the unprecedented stimulus that occurred in the past year through COVID-19 response measures. The Treasurer detailed the current state of the economy and a roadmap for international travel to resume by mid-2022. An additional $1.9 billion was also announced to support the vaccine rollout, with a targeted completion date set for late 2021. The numbers Some of the k

A big thank you to the 145 clients who took the time to complete this comprehensive client survey last year. This was a massive undertaking by Core Data to measure the effectiveness of financial planning for our clients and many other clients across the network. Key results How likely are you to recommend your financial adviser to friends, family and/or colleagues? Net Promoter score (NPS) 80 [Detractors 4% | Passives 12% | Promoters 84%] Source: https://www.retently.com

When we decided to change licensees it felt like the right time to refresh our brand identity. Our team is growing and we're looking to add more services to our offer. A name change signifies the evolution of our business and is our way to share our vision for how we help people manage their money through life. You see, to us. Financial Advice isn't a one-off thing. You need it all through life as you navigate financial decisions at every turn. Especially during those ke