How Much Do You Need to Live a Comfortable Retirement?

Retirement is a milestone many of us look forward to. A time to relax, travel, pursue hobbies, and spend meaningful time with loved ones. But to truly enjoy this phase of life, good financial planning is essential. So how much do you really need to live a comfortable retirement? The answer depends on your lifestyle goals, anticipated expenses, expected income sources, and how early you start planning, especially with professional guidance.

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Jenni Anderson
Crypto Investment Considerations & Performance

Cryptocurrency continues to attract investor interest, particularly during periods of strong performance and heightened media attention. While digital assets can offer diversification opportunities, they also come with unique risks that investors need to understand before allocating capital.

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Jenni Anderson
5 Signs Your Business Is Ready for a Virtual CFO

As businesses grow, financial management becomes more complex. While bookkeeping and compliance are essential, many business owners reach a point where they need deeper financial insight and strategic guidance — without the cost of a full-time Chief Financial Officer (CFO). That’s where a Virtual CFO (vCFO) can add real value. A vCFO provides high-level financial expertise on a flexible, cost-effective basis. If you’re unsure whether the time is right, here are five key signs your business may be ready.

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Jenni Anderson
Market Update - Month Overview (December 2025)

Global markets ended 2025 strongly, led by Europe, Japan and emerging markets as easing inflation, rate cuts and AI optimism supported returns. US shares recovered from earlier volatility and commodities were mixed. Australian markets rose in December but lagged globally, weighed down by weak earnings growth, persistent inflation and rising interest rate expectations, despite support from banks and resource stocks.

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Jenni Anderson
Industry Funds vs Wrap Platforms vs SMSFs: Which Super Structure Is Right for You?

When it comes to superannuation and investing, there’s no one-size-fits-all solution. One of the most common questions we’re asked is whether an industry fund, wrap platform, or self-managed super fund (SMSF) is the best option. Each structure has its place - the key is understanding the differences and choosing what aligns with your goals, complexity, and level of involvement.

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Jenni Anderson