The start of a new financial year, or any major life change, is a natural cue to step back and review your money set up. This 10 step checklist helps you audit where you are now and decide what to adjust for the year ahead.
The December quarter upended many expectations, with inflation re-accelerating, talk of rate cuts giving way to possible hikes and a dramatic US military operation in Venezuela. We unpack what this means for Australian households, markets, and investment strategies in 2026.
A personal financial audit will help you to understand and improve your current financial position as well as set future goals.
Cash plays more than one role in a financial plan. Clarifying how much to keep readily available and how much to invest alongside other assets can help you build a portfolio that supports both peace of mind and long-term growth.
Inflation may be easing, but many households are still feeling the pinch from higher prices and interest rates in 2026. A few deliberate changes to how you manage big fixed-costs, everyday spending, and savings can help your budget cope far better with ongoing price pressure.
Superannuation is one of the biggest investments many Australians will ever have, yet the default settings are often left unchanged for years. Reviewing how your super is invested and adjusting the balance between growth and defensive assets can make a meaningful difference to your retirement outcome.