A life well-lived: Finding joy and comfort in the next chapter: A client story

13 November

When Margaret turned 78, she often found herself reminiscing about the life she’d built — the years spent raising her family, her career as a teacher, the travels, and the friendships that stood the test of time. But more than nostalgia, she...[Read More]

Steps to aged care and why seek advice

30 October

Navigating the aged care system in Australia can be a complex and emotional journey for older individuals and their families.  Understanding the steps involved and the importance of seeking professional advice can make the transition smoother, more...[Read More]

Elderly urged to socialise to improve health resilience

22 October

Going on holiday, reading newspapers, having meals out and spending time with friends and family can help to reduce an elderly man’s risk of frailty, a UK study suggests. Being more sociable can even be “beneficial” for frailty...[Read More]

Tips for communicating with elderly family members

16 October

Whether it’s your parents or grandparents who are living with you, providing aged care comes with its own set of challenges. As time passes, you may realise that communicating with a senior can get more difficult as they advance in age. Daily...[Read More]

Why estate planning conversations are so hard — and why waiting can be costly

9 October

Talking about estate planning can feel confronting. It’s a conversation tied to ageing, mortality, money, and family dynamics — all sensitive topics many of us prefer to avoid. Yet, avoiding it doesn’t make the need go away.  In fact, most...[Read More]

How to approach wealth transfer and estate planning: key considerations

11 September

Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions.  While the process can seem complex, thoughtful...[Read More]

Preparing for retirement: a blueprint for lasting health and happiness

14 August

Preparing for retirement involves more than just financial planning; maintaining your mental and physical fitness is crucial to enjoying a long and fulfilling post-work life.    Here are ten top tips to help you prepare: Stay Physically...[Read More]

The fate of collectibles: treasures, memories, and the generational shift

26 June

Collecting is an act of love, one rooted in nostalgia, identity, and a desire to preserve the past. For many Baby Boomers, collections of antiques, vintage glassware, and memorabilia from the 1950s and 60s are not only cherished possessions but also...[Read More]

The move to aged care: navigating a stressful and rushed transition

1 May

For many Australian families, the decision to move a parent or loved one into aged care often arrives suddenly—prompted by a health crisis, a fall, or the loss of a spouse.  It’s a period marked by emotional strain, urgency, and confusion. The...[Read More]

Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Embracing the new chapter of caring for a loved one

23 November

Caring for an elderly family member is a journey that encompasses both the heart and the home. When the time comes for a loved one to move into an aged care facility, the dynamics of care and communication evolve, presenting new challenges and...[Read More]

Financial management when a loved one dies

23 February

Losing a loved one is probably one of the most stressful events one will ever go through in life. It will leave you feeling distraught and devastated, so sorting out their finances is the last thing you’d be concerned about. It could be...[Read More]

Caring for Someone in an Aged Care Home

13 October

Your role as a carer does not necessarily end if the person you’re looking after moves to an aged care home. Even after moving them into a care facility, you might still spend a lot of time there, providing care and giving them company. However,...[Read More]