Financial Planning tips blog

For many younger Australians, including first home buyers on the Sunshine Coast, buying a first home can feel increasingly out…

AUGUST 2026 In summary August was broadly positive for equity markets, with resilient corporate earnings and renewed enthusiasm for Artificial…

For a long time, retirement had a fairly familiar shape. You worked full-time until around 65, had a farewell morning…

The 2026–27 Federal Budget put family trusts firmly back in the spotlight. Among the proposed reforms is a new 30%…

From 1 July 2026, the way many Australians receive superannuation will change – and for most employees, it should be a welcome improvement.
Under the new payday super rules, employers will need to pay superannuation guarantee contributions at the same time as salary and wages. In practical terms, this means super will move much more closely in line with your pay cycle, rather than being paid quarterly.

By your Sunshine Coast Wealth Management experts at Wealth Architects AI, technology and the future of advice: what it means…

By Sunshine Coast Financial Advisor Mike Beal, Senior Financial Planner at Wealth Architects, Sunshine Coast March 2026 Introduction — Sunshine…

Planning for retirement is one of the most important financial journeys you’ll ever take. Yet, many Australians fall into the…

The short answer? It depends.How much income do you need to live comfortably?According to the latest figures from the Association…

The above quote is often attributed to Albert Einstein, there’s a little more to the quote: “Compound interest is the…

According to research from Russell Investments (https://russellinvestments.com/au/about-us/press/2020/in-challenging-times-financial-advisers-still-deliver-value), the value of an adviser can be calculated at up to an additional…

The number one thing you can do is see a Financial Adviser!  The evidence is quite clear, according to Netwealth,…