Financial Planning
Annual Financial Goal Setting
Annual financial goal setting supports control, planning discipline, and confidence. Research shows clear goals strengthen budgeting, saving, and progress tracking.
January 10, 2026
Blog
Information & Tips On Managing Your Finances
Get informed about financial management and stay updated on the latest insights and news to ensure proper management of your finances.
Point B Planning
Insights into finance
Retirement
Retirement Planning 2026
Retirement planning in 2026 reflects regulatory integration, evolving plan design, and growing focus on income, governance, and participant education.
January 10, 2026
Financial Planning
Australia Financial Trends to Watch in 2026
Australia’s 2026 financial outlook reflects moderate growth, persistent inflation, steady employment and elevated rates shaping household planning considerations.
January 10, 2026
Retirement
Transition to Retirement Rules
Transition to Retirement rules let you access super from age 60, providing income flexibility, tax benefits, and a smoother path into retirement.
September 26, 2025
Retirement
Transition to Retirement Pension
Transition Pension Nearing retirement is both rewarding and uncertain. For many Australians, the challenge lies in maintaining income while reducing work commitments. A Transition to
September 26, 2025
Financial Planning
The Great Australian Dream
Purpose of Money Money is often misunderstood. For many, it carries emotional weight and cultural stigma. Yet, at its core, money is a tool. It
May 31, 2025
Retirement
Wealth Transfer Planning
Wealth Transfer Australia is approaching a major shift in personal finances. Over the next two decades, approximately $3.5 trillion is expected to be transferred from
May 31, 2025
Retirement
Super Needed for Retirement
How Much Superannuation Do I Need to Retire Comfortably? The thought of retiring and relying solely on superannuation to provide income for the rest of
December 10, 2024
Retirement
Prepare Your Retirement
Prepare Your Retirement Planning Planning for retirement is one of the most crucial financial decisions you’ll make. It involves outlining your retirement goals, assessing your
December 9, 2024
