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Ensure your estate planning reflects your wishes
Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements. New rules announced in the 2026-27 Federal Budget, combined with the growing complexity of superannuation death benefits, mean that it’s worth reviewing your arrangements to make sure your wishes can be carried out. Te
Intuitive Financial Services
14 hours ago


Is it a gift or a loan when parents help kids buy a home? How to avoid family fights over money
Over recent decades, many Australian families have relied on getting money from the “Bank of Mum and Dad” to help with home purchases. But this latest research shows there are growing legal risks from that trend. Researchers spoke to 80 older parents and adult children. Most were from Sydney and had either given or received family money to help with buying a home. Typically, people in this study had provided or received an average of $75,000, though in one case it was $500,00
Intuitive Financial Services
Oct 5


Are your adult children ready for the wealth transfer?
The inheritance wave is building but most people are unprepared for the ride. Transfers of accumulated wealth from one generation to the...
Intuitive Financial Services
Jul 21, 2025


The Importance of Weight Lifting: Building Strength for Body and Mind
When it comes to fitness, weight lifting is often overshadowed by cardio and high-intensity workouts. However, incorporating resistance training into your routine can profoundly impact your overall health, going far beyond aesthetics. Let’s explore why weight lifting is essential for a strong body, balanced mind, and long-term well-being.
Intuitive Financial Services
Jun 18, 2025


How Home Care Packages can help reduce entries to hospital
Home Care Packages (HCPs) play a vital role in reducing hospital entries by providing tailored care that promotes health, safety and independence. We’ve listed seven ways that HCPs cut hospital admissions out of the picture.
Intuitive Financial Services
May 12, 2025


3.5 million Australians experienced fraud last year. This could be avoided through 6 simple steps
About 14% of Australians experienced personal fraud last year.
Intuitive Financial Services
May 9, 2025


Goals and Plans
Post about planning and reviewing your life, to set you up for the year ahead.

Tim Wortlehock
Jan 20, 2025


The Behavior Gap by Carl Richards (Tim's Book club #6)
It’s been a while since my last post about money books that I recommend. Things have been pretty busy for me as I’m currently finishing...

Tim Wortlehock
Oct 4, 2024


Spending your kids’ inheritance
Over the coming years trillions of dollars of assets are likely to be shifted from the estates of deceased older Australians
Intuitive Financial Services
Aug 8, 2024


How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude

Tim Wortlehock
Jul 5, 2024
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