EOFY Checklist 2026
We’ve put together a checklist of EOFY opportunities that could save you tax, boost your super, or just leave you feeling a lot more on top of things.
Blending Families and Finances
Blended families and money is sticky territory. It's where the practical (cashflow, who pays for what) collides head-on with the emotional (fairness, kids, legacy, second-time-around trust issues). When two people who already have full financial lives come together, almost every part of the financial plan needs a rethink.
I'm a Financial Adviser for Women. I Missed the Memo About Perimenopause.
For many women, perimenopause collides with their peak earning years, impacting their careers, their super, and their retirement. It's time a Perimenopause Plan B became part of every woman's financial plan.
She Doesn't Want to Retire. She Wants to Rewire.
Women in their 50s and 60s are challenging the status quo. They don't want to opt out of work entirely. They want options to build a life that doesn't revolve around their inbox.
When Life Won't Give You Certainty: Making progress without all the answers
You don't need everything figured out to start building financial security. In fact, waiting for certainty often costs you more than moving forward with a flexible plan. Here's how to stop the paralysis and start making progress, even when your life is in flux.