All Articles tagged with 'Dianne Shepherd'

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Rethinking retirement: Why the family home belongs on the balance sheet

From Homesafe Wealth

Australians are being urged to rethink how they define retirement wealth, with a growing push for a more complete view of household finances that recognises the family home as a

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01 May 2026

Homesafe appoints Francis Fusca to Lead Broker and Adviser Engagement

From Homesafe Wealth

Homesafe Wealth Release has appointed Francis Fusca as Manager of Distribution and Partnerships to lead engagement with brokers, financial advisers and banking partners, marking its expansion into third-party channels after

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13 Mar 2026

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

From Homesafe Wealth

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

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24 Feb 2026

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

From Homesafe Wealth

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

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06 Feb 2026

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

From Homesafe Wealth

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

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05 Feb 2026

Homesafe Wealth release launches in Geelong and surrounding region

From Homesafe Wealth

Homesafe Wealth Release, Australia’s leading debt-free equity release solution, has launched in Geelong, marking the company’s first move beyond metropolitan Melbourne in its 20-year history. The expansion is a timely

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11 Sep 2025

Homesafe continuing to assist over 60s release the funds they need whilst ‘home’ and ‘safe’

From Homesafe Solutions

Seniors debt-free equity release provider Homesafe Solutions Pty Ltd continues to operate during the COVID-19 crisis, helping seniors in need of funds in these very difficult times. Homesafe’s debt-free equity

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06 Apr 2020

Equity release critical for Australians to avoid ‘raiding’ superannuation

From Homesafe Solutions

A recent study suggests more Australians aged over 55 are considering raiding their superannuation to pay off mortgages, highlighting the need for clarity around alternative strategies to eliminate mortgage debt,

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04 Jul 2019

Debt free equity release continuing to be a popular alternative to Reverse Mortgages

From Homesafe Solutions

A review released this week by ASIC into the reverse mortgage market in Australia, has drawn attention to the need for safe and certain equity release solutions for older homeowners.

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03 Sep 2018

Budget 2018: Government Reverse Mortgage is not enough

From Homesafe Solutions

Equity release specialist, Homesafe Solutions Pty Ltd (Homesafe), has welcomed further steps taken by the Federal Government in recognising the need to address the longevity concerns of Senior Homeowners and

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10 May 2018

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]