Retirement happiness on the rise, but costof-living worries cloud confidence

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Australians aged 60 and over remain positive about retirement, but rising cost of living continues to impact lifestyle, financial security, and confidence their money will last, according to the third... Read more continue reading

Packed to the rafters – Multigenerational living gaining support as housing pressures and wealth divides reshape how Australians approach financial security

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AMP research shows Australians are increasingly open to living with extended family under one roof to share costs, pool resources and manage financial pressures – a shift being driven most... Read more continue reading

Australia’s $5.4 trillion wealth transfer may not go to the next generation

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With an estimated $5.4 trillion set to be transferred from Baby Boomers over the next two decades, new national research commissioned by leading online Will platform Safewill for Charity Wills Week reveals that more than... Read more continue reading

New VBP report identifies attributes of high performing advice businesses

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Top advice firms display operational maturity, which is evidenced by ten essential characteristics, leading to EBIT margins of 35-40 per cent and employee and client satisfaction scores of 90+ per... Read more continue reading

Australia’s equity surge: Record profits highlight unprecedented property wealth

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Domain, a CoStar Group (NASDAQ: CSGP) leading online residential marketplace, has revealed Australian homeowners are in their strongest financial position to date, as national median resale profits reach new record highs. ... Read more continue reading

Women urged to harness wealth for happiness as they inherit $3.2 trillion

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Australian women are being encouraged to embrace philanthropy this UN International Day of Happiness (20 March), as they get set to inherit $3.2 trillion in the nation’s largest-ever intergenerational wealth... Read more continue reading

Australians open to AI, but still want people in charge of financial decisions

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Australians are increasingly using artificial intelligence (AI) in their daily lives but most remain reluctant to trust it with decisions about their money, according to new research from Colonial First... Read more continue reading

Financial advice gap prices out older Australians retiring with mortgages and limited super

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Australia’s shrinking financial adviser workforce is creating increasing financial insecurity for Australians entering retirement with mortgage debt, limited superannuation and rising cost‑of‑living pressures. Adviser numbers have fallen from almost 30,000... Read more continue reading

New research shows housing wealth alone is no longer enough for older Australians

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Homesafe Wealth Release says new research released by COTA Australia confirms what many older homeowners already know: owning a home does not guarantee financial security in retirement. The State of... Read more continue reading

Most older Australians want to stay in their homes despite pressure to downsize

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The national conversation around downsizing often overlooks the reality that most older Australians want to stay in their homes and many who do downsize often regret the decision. Research consistently shows that... Read more continue reading