Financial concepts often become more important during periods of economic uncertainty. Inflation, market volatility, and changing retirement expectations continue to shape how Australians think about money and long-term financial sustainability. […]
The traditional pathway of buying a home to live in is no longer the only property strategy attracting attention across Australia. Rising property prices, changing work patterns, lifestyle flexibility, and
Rentvesting vs buying a home – what’s better financially? Read More »
Aged care costs are often discussed in broad estimates, though the actual financial structure can be significantly more complex. Government assessments, accommodation arrangements, income testing, and individual care requirements may
How much does aged care really cost in Australia Read More »
Federal Budget 2026-27: What we’re watching for our clients From proposed tax changes and property measures through to broader cost-of-living relief and economic settings, this year’s Federal Budget was a
Federal Budget 2026-27 Read More »
Few financial concerns create more uncertainty than the possibility of outliving retirement savings. Many Australians approaching retirement question whether their superannuation balance will provide sufficient financial support across later life.
What happens if I retire with not enough super? Read More »
Periods of high interest rates often trigger the same question across financial markets. Is now the wrong time to invest? This concern tends to intensify when borrowing costs rise, economic
Is it a bad time to invest with interest rates still high? Read More »
Financial pressure often becomes most visible through everyday decisions. Grocery costs, utility bills, mortgage repayments, insurance premiums, and healthcare expenses have increased across many Australian households in recent years. These
How to manage rising living costs without sacrificing long-term wealth Read More »
Market volatility has existed across every major investment cycle in modern financial history. Economic downturns, interest rate changes, geopolitical instability, and shifting investor sentiment have consistently shaped investment markets over
How to invest during a volatile market without taking big risks Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne speaks with Terry Dillon, CEO of Shadforth, about the evolution of one of Australia’s largest advice firms and what it
EPISODE 41 – Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Read More »
In this episode of the Trusted Adviser Podcast, Rob speaks with Jeff Thurecht, CEO of Evalesco Financial Services, about building a scalable advice business through talent development, technology, and strategic
EPISODE 40 – Scaling Advice: Jeff Thurecht on Talent, Technology, and Growth Read More »
Navigating Markets in 2026 Event Highlights & Key Insights Markets evolve. Principles endure. Following our recent Navigating Markets in 2026 event, we’ve compiled a series of short highlights and deeper
Navigating Markets in 2026 with Apollo D. Lupescu Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne sits down with HPH Solutions COO Nick Bordi to unpack one of the most strategically important, yet often misunderstood, levers in building a high-performing advice firm: equity ownership.
In this episode of the Trusted Adviser Podcast, Rob speaks with Corey Wastle, founder of Verse Wealth, about rethinking the traditional Statement of Advice (SOA) and building a more client-friendly,
EPISODE 38: Reinventing the SOA: Corey Wastle’s Journey Toward Video-First Advice Read More »
For people who partner with Financial Advisers, progress reporting shows how your financial plan is tracking against your goals. It provides clear updates on progress, highlights changes in circumstances, and
Why Progress Reporting Matters & What Red Flags to Look Out For Read More »
In this episode of the Trusted Adviser Podcast, Rob sits down with Alexander (Xan) Kitchin Founder of Wealth Connexion and 2025 IFA Excellence Awards winner for both Individual Excellence and
