Holistic Financial Planning

23/08/2026

📋 Have you considered who would make important decisions on your behalf if you couldn't?

Having a Power of Attorney and Advance Care Directive in place can provide clarity and peace of mind for you and your loved ones.

Most of us spend our lives making our own decisions. We manage our finances, property, health, family matters and everyday affairs without giving much thought to what might happen if one day we were unable to do so.An accident, serious illness, stroke, dementia or another unexpected event can change...

22/08/2026

🏦 Your super is designed to support your future retirement.

While early access may solve a short-term need, it's important to consider the long-term impact on your financial security.

Workers being able to access their superannuation early would destroy their retirement earnings, the treasurer has warned, following calls by Pauline Hanson.The One Nation leader has called for a relaxation of rules that would allow people to withdraw their super in times of crisis to help with the....

20/08/2026

💍 Celebrating More Exciting News! 💍

We are thrilled to share that Cathy and her partner Sam are engaged! ❤️

This is such a special milestone, and we couldn't be happier for them as they begin this exciting new chapter together.

Wishing Cathy and Sam a lifetime of love, laughter, and happiness. 🥂✨

Please join us in congratulating the happy couple and sending them your best wishes! 💚🎉

20/08/2026

🏠 Could the door be opening for first home buyers?

New figures show investor lending is slowing, a positive sign that measures aimed at improving housing accessibility may be starting to have an impact.

A dive in new home loans to property investors is an “encouraging sign” Labor’s changes to negative gearing and the capital gains discount are working as intended, Treasurer Jim Chalmers says.The number of investor loans fell 8.6 per cent in the June quarter, while first home buyer loans fell ...

17/08/2026

✨ Big News... We've Moved! ✨

You can now find us at 188 Ward Street, North Adelaide.

We've officially settled into our new home, and we can't wait to welcome you through the doors.

Be sure to save our new address before your next appointment, and as always, reach out if you need help finding us. All our other contact details remain the same.

See you soon! 💚🏡

06/08/2026

🔎 What Does Fuel Security Mean for Australia?

With discussion growing around a proposed new refinery, Australia's focus on fuel security and supply resilience is once again in the spotlight.

While the project may strengthen domestic fuel production and reduce reliance on global supply chains, debate continues around the costs and long-term business case.

Major economic and infrastructure decisions can influence everything from business confidence to household expenses, making it important to stay informed about developments that may impact your financial future.

Australia’s fuel security could soon be bolstered by a new refinery, but questions have been raised about the business case for the facility. Prime Minister Anthony Albanese announced plans to look into building Australia’s third oil refinery in WA, with $4 million set aside for a pre-feasibilit...

30/07/2026

💰 A Super Boost for Young Aussie Workers

A proposed change to superannuation rules could see Australia's youngest workers receive super contributions regardless of how many hours they work.

For many young Australians working casual or part-time jobs, this could mean starting their retirement savings journey earlier and benefiting from the power of long-term compound growth.

Small contributions made early can make a big difference over time.

📞 If you'd like to understand how superannuation changes may affect you or your family, we're here to help.

Labor has backed superannuation payments for Australia’s youngest workers, regardless of the number of hours they work. The party says it will “ensure that all workers, including those under 18 and regardless of how they are engaged, can accumulate superannuation on every dollar earned”. The a...

30/07/2026

📉 Good News for Borrowers and Homeowners

Recent inflation figures have come in lower than expected, easing concerns that the Reserve Bank may need to raise interest rates again.

While economic conditions can change, softer inflation is a positive sign for households managing mortgage repayments and everyday living costs.

Understanding how changes in inflation and interest rates may impact your financial situation is an important part of staying on track with your goals.

https://news.centrepointalliance.com.au/surprise-inflation-drop-eases-chance-of-rba-rate-hikes/

11/07/2026

Aged care is one of the most important conversations a family can have.
While it’s not always an easy topic to discuss, having these conversations early can help reduce stress, avoid rushed decisions, and ensure everyone understands their loved one's wishes and expectations.
A little planning today can provide greater clarity and peace of mind for the future.

Aged care is one of the most emotional and important topics a family will ever face. It often involves three generations: ageing parents, adult children, siblings, partners, and sometimes grandchildren who are deeply connected to the person needing support. While these conversations can feel uncomfo...

08/07/2026

Love and money go hand in hand. 💙
Whether you're moving in together, getting married, or planning your future, having open conversations about money can help build trust and avoid financial stress down the track. Topics like spending habits, debt, savings goals, and future plans are all worth discussing early.
A strong financial future starts with good communication.

Getting married or moving in together is an exciting step. It is about love, commitment, shared plans and building a life together. But it is also a time when two financial worlds often come together. Different spending habits, savings goals, debts, family expectations and attitudes toward money can...