Insights and resources
Stay across the latest insights, news, and resources for confident decision-making.
24 June 2026
EOFY Is Days Away – Have You Reviewed Your Superannuation Contributions for the Year
Make the most of super before 30 June with smart contribution strategies that can reduce tax, grow retirement savings, and protect your family in…
18 May 2026
Worried About Your Children Ever Being Able to Buy a Home? There are ways to help that can save tax and give you peace of mind.
With the residential property market having leapt hundreds of thousands of dollars over recent years, a common concern for clients is how their kids…
22 April 2026
Tax Advantaged Super Maximums Have Changed — Is Your Retirement Plan Still on Track?
If you’re in your 50s or early 60s, chances are you are starting to think more and more about how retirement will look. Some…
01 April 2026
The 3 Phases Of Retirement You Need To Plan For
When we think about retirement, we usually imagine the overseas trips, long lunches and guilt-free naps. After decades of work and responsibility, we can…
18 March 2026
The Simple Investing Rule To Help Minimise Big Losses
When it comes to investing, advice (both good and bad) is never in short supply. But there’s one piece of advice that most investors…
27 February 2026
5 Ways To Tune Up Your Finances This Year
The new year is the perfect time to pull back the curtain on your finances and check what’s working, what isn’t, and what could…
16 February 2026
From Family Home to Financial Flexibility
For Australians aged 55 and over, downsizing the family home can open the door to a powerful, and often overlooked, tax planning strategy: the…
09 February 2026
Insurance Cover Explained
Insurance is designed to provide financial protection when life takes an unexpected turn. From securing your family’s future to covering medical costs and debt…
02 February 2026
Understanding West State Super: What It Is, How It Works & Why Good Advice Matters
West State is powerful, but only when used properly. In this article we share where we see the biggest impact on clients’ retirement outcomes…
26 January 2026
Vantage Investment Philosophy – Part 3: Update on Australian Private Credit
Given recent regulatory developments within the Australian private credit sector, we felt it important to share our views to provide clarity and reassurance.
19 January 2026
Superannuation: More Than Just a Retirement Fund
Superannuation is often seen as a “set and forget” account, not offering much flexibility or tangible benefits. However, the earlier you plan, the more…
12 January 2026
The 5-Minute Portfolio Check: Setup the lifestyle you’ve worked hard to create.
Even the most experienced investors need to put aside some time out of their busy lives for a quick annual check-up.
05 January 2026
How to Retire Well According to Psychology
Retirement is meant to be a time of freedom, rest and recreation. But despite all the planning and anticipation leading up to it, there’s…
29 December 2025
Staying Ahead When Markets are Volatile
Most investors understand share prices go up and down, but prolonged downturns can be the ultimate test of resilience. The good news is there…
22 December 2025
Navigating Super Fund Challenges: The Importance of Professional Financial Advice
A recent report by the Australian Securities and Investment Commission (ASIC) has shed light on an area where even well-resourced superannuation funds sometimes struggle…
15 December 2025
Securing Your Financial Future: Defending Against Scammers and Cyber Attacks
In a digital age where cyber threats are growing in sophistication, protecting your wealth has become more important than ever.
08 December 2025
Essential Moves to Make When Interest Rates Drop
While it’s tempting to pocket the savings and treat yourself, a drop in interest rates presents an incredible opportunity to make smarter financial decisions…
01 December 2025
Pre-Retirement Checklist: Key Questions to Ask Before Retiring in 2025
While there’s an excitement to not knowing what your post-work years have in store for you, chances are you don’t want to put a…
24 November 2025
Mental Shortcuts that Might be Helping or Hurting Your Finances
Our brains are susceptible to certain automatic thought patterns, and fighting against them can be a challenge at the best of times. Sometimes, the…
17 November 2025
Vantage Investment Philosophy – Part 2: Investing in Listed Property and Infrastructure Sectors
At Vantage, we have long advocated for building well-diversified portfolios to ensure stable long-term performance for our clients. Take a look into Part 2…
10 November 2025
Smart Strategies to Motivate Your Children to Save and Invest For Life
With money in their pockets and no shortage of places to spend it, saving and investing might be the last things on their mind.…
03 November 2025
The Tricky Reality of Transferring Property to Your Children
Gifting your child a property can be one of the most generous things you can do for them, but there’s more to it than…
27 October 2025
The Stage 3 Tax Cuts are Live; What Should You Do with the Extra Money?
Depending on how large a cut you receive, you might decide to spend the money, either on essentials or other items but it might…
20 October 2025
Safeguarding Your Future: Our Insurance Philosophy Explained
When considering your insurance needs, it’s important to fully explore providing for yourself, your family or business in the face of unforeseen events such…
13 October 2025
Vantage Investment Philosophy – Part 1: Blending Active and Passive Index Investing in Equity Portfolios
At Vantage, we approach the debate between passive and active investment strategies with an objective lens.
06 October 2025
Leadership Insights from Retired Senior Naval Officers
We were extremely fortunate last week to have Brett Dowsing, Scott Brown, and Ivan Ingham, retired senior Naval Officers, share their leadership experiences after…
29 September 2025
Decision making framework for planning your wealth
Creating a decision-making framework that incorporates financial goals, risk tolerance, market conditions, and tax implications involves several steps.
15 September 2025
The Gradual but Harmful Impact of Inflation on Your Wealth
The sudden surge of inflation, largely influenced by the COVID-19 pandemic, has prompted a renewed interest in how it affects investors.
15 September 2025
Risk; When is the Right Time and How Much Should I Take?
Discussions about future life goals, returns, and performance necessitate a comprehensive understanding of the concept of 'risk.'
08 September 2025
I’m Going on a Holiday – What Estate Documents Should I Have Before Take-Off?
See the seven steps you can follow to sure up your Estate planning affairs before jetting off on your next holiday.
02 September 2025
Investment Habits in a Challenging Market
After over a decade of solid returns, in recent times investors have experienced great challenges when it comes to investing.
01 September 2025
The Three Phases of Investment – Adding, Drawing, Selling
The three phases of investment - adding, drawing, and selling - are crucial components of a well-planned investment strategy.
25 August 2025
Centrelink 101: A Guide to Age Pension and Commonwealth Seniors Health Card
As you approach retirement age, forward planning every source of monetary support becomes increasingly critical.
