If it has been more than a few years since you last looked at your will or power of attorney, it may be time for a review.
Finance
Articles covering Travel Insurance, Life Insurance, Funeral Insurance, Savings, Investment, Superannuation, Life after work. Wills, asset protection and Trusts.
How to Talk About Money with Your Kids
Thoughtful, practical discussions about money can equip your children with skills that last a lifetime, without coming across as preachy or invasive.
Smart Ways to Optimise Cash and Emergency Funds
August was Sorted’s Money Month, and the 2025 theme was financial resilience. A timely nudge to check how prepared we are for unexpected expenses.
Help Your Grandies Learn to Save
As a grandparent, you may want to help get your grandchild into the routine of saving. If you do, our tips can be a way to start.
Saving Money by Simplifying Your Life
Simplifying your life — from daily routines to spending habits — can reduce costs, ease stress, and bring more freedom without feeling like sacrifice.
Preparing for Retirement: The Emotional Side No One Tells You About
While retirement brings freedom, it also brings a flood of emotions. We offer tools to help you observe and manage whatever emotions come your way
Downsizing or Relocating: Making the Move Strategically
Key to making a successful move is knowing whether downsizing or relocating suits your circumstances, and choosing the right timing to make the process as smooth as possible.
Are You Really Ready for Retirement?
A recent update to the InvestNow Retirement Readiness Index (RRI) reveals a concerning trend...
What Financial Security Really Means
For many people, financial security isn’t about wealth—it’s about peace of mind, and it can look very different depending on your situation.
A Budget for Joy: Creating a “Fun Fund”
What if your budget included something else—something just for you? Something joyful. That’s where a ‘fun fund’ comes in.






