Useful Links

Helpful resources and references we often point clients to

Abstract fluid art with swirling patterns in navy blue, red, yellow, and white colors.

Calculators

Practical tools to help you sense-check your position and explore different retirement scenarios.

Savings Goals Calculator

A simple way to map out how regular savings can build toward specific goals over time.
Visit

Budget Planner

Helps turn day-to-day spending into a clear picture of what you have available now and into retirement.
Visit

Super Calculator

Estimate how your super could grow over time and what different contribution choices might mean.
Visit

Retirement Planner

A practical way to explore how long your money might last based on different retirement scenarios.
Visit

GPS Wealth

Short, plain-English videos explaining how markets work and why long-term discipline matters.

Game of Money

A simple framework for understanding how money, behaviour and long-term outcomes connect.
Visit

What is an ETF?

A clear explanation of one of the most common building blocks used in modern investment portfolios.
Visit

CARE Investment Philosophy (Part 1)

An introduction to how diversified portfolios are built and why structure matters more than prediction.
Visit

CARE Investment Philosophy (Part 2)

A deeper look at how discipline and long-term thinking help investors stay on track through market cycles.
Visit

Mess it Up

Why emotional decisions and short-term reactions are often the biggest risk to long-term results.
Visit

Pathway to Wealth Seminar 2014

A big-picture walkthrough of how financial decisions compound over time, for better or worse.
Visit

Volatility - Your Friend or Foe?

Explains why market ups and downs are uncomfortable but often necessary for long-term growth.
Visit

Volatility - The Water Analogy

A memorable way to understand why staying invested matters when markets feel choppy.
Visit

Media

Trusted Australian publications covering markets, business and financial trends.

Australian Financial Review

In-depth coverage of markets, business and the economic issues shaping Australia.
Visit

The Conversation

Independent, expert-led articles that explain economic and financial issues in plain English.
Visit

Money Management

Industry news and commentary focused on financial advice and superannuation.
Visit

ABC News - Business & Finance

Clear, balanced reporting on the economy and markets without the hype or jargon.
Visit

Government and regulatory bodies

Official sources for rules, entitlements and guidance you can rely on.

Australian Securities and Investments Commission

Information on consumer protections, financial products and adviser regulation.
Visit

Australian Taxation Office guidance

Official guidance on tax, super contributions and retirement-related obligations.
Visit

Centrelink

Details on Age Pension rules, entitlements and how assets and income are assessed.
Visit

Australian Stock Exchange

Market information, listed companies and education on how markets operate.
Visit

Ready to take the next step

Book a meeting with us and let's talk about your situation.

Book your first meetingGet your retirement guide