When it comes to managing your wealth, it’s easy to get lost in the figures and statistics. Investment returns, asset allocation, tax implications—these are the elements most people think of when they hear the term ‘wealth advising’.

Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use or other items just gathering dust?

Retirement means different things to everyone. It may be a definite point in time when you stop work, and begin a new phase of life.

Ah, Christmas! - the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera.

Why having less super isn't necessarily a financial sweet spot for retirees.

Making extra contributions into super can go a long way, here's some easy steps.

My journey as a wealth advisor is rooted in my deep passion for helping people. I strive to make the complex simple, and I pride myself on being both approachable and personable.

A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may help explain your spending and savings habits.

If you're employed, your employer should be paying a percentage of your earnings into your super account.

When you sell your shares in companies or units in managed funds, most of the records you need will be given to you by the company, the fund manager or your stockbroker.

Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes.

Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them?

A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may help explain your spending and savings habits. Understanding this can help you build habits and strategies to better manage your money.

A third of Australians retire without a plan. Here's why you should have one.

Money you transfer from a foreign super fund to a complying Australian super fund may:

• count towards you super contributions caps, and be subject to additional tax if you exceed the caps

• be subject to Australian income tax

• be subject to rules and tax in the foreign country.

Australian financial markets are continuing to evolve, and that’s why more and more Australians are finally spreading their investment wings and leaving home.

It can be surprising just how much you need to spend before your baby even arrives. There are services and classes to book and pay for, as well as obstetrician costs to consider.

A 'transition to retirement' (TTR) strategy lets you access some of your super and keep working.

Setting this up can be complicated, so contact your super fund or financial adviser for advice.

If you stay with the default super fund provided by your employer there’s a chance you’ll miss out on thousands in super. 

It makes sense to take a close look at your current super fund and consider whether your money could be working harder elsewhere. If you still have many years to go until you retire, there could be a way to add thousands of dollars to your final balance.

What is often a major financial asset, is also one that many people believe should be either kept in the family or its value preserved for future generations.

Whether or not the home has to be sold to pay for aged care depends on a number of factors, including who is living in it and what other financial resources or options are available to cover the potential cost of care.