News & Insights

Change is the only constant in life. For financial advice to work – to endure – it must help you adapt to the shifting circumstances in your life.

The path to home ownership in Australia is a long one. If you persevere, will you be happier when you get there, or will your family home become a financial burden upon retirement? To find out we asked 2,400 Australians.

Good advice is about expertise and trust. We asked advisers from across different parts of the Fordham and Perpetual Private accounting and advice businesses for their take on what good advice - and good advisers - look like.

Australians are living longer, but how do they feel about getting older? We asked 2,700 Australians and discovered a select group that are far more comfortable about getting older than everyone else.

Perpetual Private’s Luke McMillan shares his view on global market trends and the outlook for interest rates and residential property in Australia.

Is a lack of advice costing you? We explore three reasons why sound advice is the key to living life on your own terms.

Everyone’s post-work paradise looks different, so seeing a clear path to achieve it can be challenging. Perpetual Private’s Xavier Craven explains the art and science of a good plan to get you on your way.

There are many elements to a good financial plan – goals, strategies and products – but we explain why the most important element is the conversations you have with an adviser.

Break ups are tough. Find out how getting the right advice can help you survive a relationship breakdown with your finances intact.

You deserve peace of mind knowing you can take care of your expenses in retirement – with extra money to treat yourself to the finer things in life. Find out how to make it happen.

You’ve worked hard your whole life to build your retirement nest egg, don’t let choppy market conditions rock your boat. Here are four tips to help reduce the risk of poor investment returns.

Estate planning protects what you treasure most in life – your family, business interests or charitable causes. It’s a conversation about love – this is how we do it.