SMART Life - Issue 4 - Autumn 2021

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SMART Life - Issue 4 - Autumn 2021

With 2021 now in full swing, people are starting to feel more optimistic about a return to ‘normality’, as a COVID-19 vaccine rolls out across Australia. It’s also an important time to think about your financial situation and some of the opportunities that are on the horizon.

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4 Nov

Education Bonds: Saving for Private School

Darren and Jenny have one child and are planning for his secondary education at a Melbourne private school. Utilising education bonds, they aim to ensure they have sufficient funds to cover all tuition fees and associated costs throughout his education.


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14 Oct

Smart Financial Planning for New Parents: 9 Essential Tips to Manage Parenthood Costs

Discover 9 essential financial planning tips to help new and expecting parents manage the costs of parenthood with confidence and ease.


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16 Sep

Aged Care Financial Advice Case Studies

Our aged-care financial advice case studies showcase real scenarios where our clients saved thousands by leveraging strategies regarding the family home, negotiating RADs and optimising care facility choices.


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