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We're seeing an increasing number of our clients stepping into the role of Power of Attorney for their ageing parents. Many assume they'll only need to become involved if a health issue arises, but in reality, the families who experience the least stress are often those who start planning well before there's an urgent need.

For many of our clients, the early and middle years of their financial journey were focused on building security, establishing careers and growing their own business. Over time, diligent saving, sensible risk‑taking, and long‑term planning can result in a level of wealth that goes well beyond personal needs.

Markets have experienced some ups and downs recently, driven by interest rate expectations and overseas events. While these short‑term movements can attract headlines, the good news is that many of the changes underway are supportive for retirees, particularly those focused on income and capital preservation.

For many Australians approaching retirement, the family home is more than a place to live, it’s a source of comfort with often decades of memories. But it can sometimes be one of the largest and most underutilised assets on the balance sheet. 

Last days to sign up for the Evolution Financial Planning NRL Footy Tipping Comp.

The “Bank of Mum and Dad” is now one of the country’s largest sources of home‑loan support. With high entry prices and tougher serviceability rules, more parents are stepping in as guarantors to help adult children buy a first home.

Market downturns are unsettling, but they’re also a natural part of the investment cycle.

After many interviews and discussions, we have been able to bring on a new staff member to support our clients and your Financial Planners at our office.