RESOURCES

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much you’ll need to save and get tips to

15 September
Trauma insurance

A critical illness or serious injury can make it difficult to continue to work. Trauma insurance can help support you and your family at this time

15 September
A guide to combining finances for couples and newlyweds

What it means to combine finances Even if you have a strong relationship, there are some important details to consider before joining finances. Money

15 September
Mistakes to avoid when markets are turbulent

These three common mistakes are easy to avoid. Making them could be costly.  Sharp downturns on global financial markets are always unsettling.

8 September
Investing cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time

8 September
Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial

8 September
What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If you can’t

8 September
5 practical tips for getting your financial foundations right

Think of your finances like your home: how its foundations are built and maintained determines its ability to stand strong for years to come. Money

1 September
Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so

1 September
The challenges and conflicting priorities for Australians under 40

Australians under 40 often grapple with housing affordability, ongoing mortgage repayments, family planning, and career progression. However, these

20 August
Intergenerational wealth – conflicting priorities for older Australians

For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about how they

6 August
Mortgage versus super – a common dilemma

Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt-free turning their attention to building

16 July
The Australian intergenerational wealth divide

AMP Deputy Chief Economist Diana Mousina looks at the issues that have led to the increasing wealth divide between older and younger Australians

23 June
Yours, mine and ours – estate and succession planning for modern families

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate

10 April
Investing cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time

22 September
What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If you can’t

22 September
To sell or not to sell is the question for moving into aged care

Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major

22 September
Spend smarter and shop safer during sales

Cutting back on overspending Whenever there’s a big sale event, like the upcoming Black Friday sales, it can be tempting to go on a shopping spree

22 September
Springing into action with a pre-approval in place

As the real estate market begins to bloom with opportunities for homebuyers, for those who wish to buy in the next few months understanding the

22 September
Joint accounts

A joint account is a bank account that more than one person can access. It can make it easier to manage shared expenses, but also comes with the risk

29 September
Insuring against loss of income

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and

29 September
Transition to retirement: Access your super while you keep working

A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so

29 September
Trauma insurance

A critical illness or serious injury can make it difficult to continue to work. Trauma insurance can help support you and your family at this time

29 September
Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial

29 September
The pros and cons of taking the DIY super route

Having your own super fund provides more control, but they’re not for everyone. The number of Australians choosing to manage their own

29 September
A guide to combining finances for couples and newlyweds

What it means to combine finances Even if you have a strong relationship, there are some important details to consider before joining finances. Money

29 September
Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much you’ll need to save and get tips to

22 September
Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks

6 October
Time is up for the resilient consumer

It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’ are now

6 October
Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence. Think about whether

6 October
Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free from age 60. How a superannuation lump

13 October
Investing in the property market

Are you thinking about buying an investment property? Buying a property that you do not plan to live in can help you increase your wealth and

13 October
Australia’s equities exodus is finally taking off

Many Australian investors are discovering the benefits from investing offshore. Australian financial markets are continuing to evolve, and that’s

13 October
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