by Paul Thewlis | Aug 14, 2026 | News
By Jonathon Tainsh Over the past 12 months, we have seen an increasing number of clients seeking advice around income-producing investments and, in particular, portfolios with significant exposure to bank hybrids. For some of these investors, hybrids have played an... 
by Paul Thewlis | Jul 8, 2026 | News
By Jonathon Tainsh Retirement today looks very different from the retirement our parents planned for. Australians are living longer, accumulating more wealth, and spending more years in retirement than previous generations. At the same time, the choices available have... 
by Paul Thewlis | Jun 3, 2026 | News
A simple Will might seem like enough when planning your estate. But for families with more than $500,000 in assets, minor children, or beneficiaries who need extra protection, a Testamentary Trust Will can be a much better option. Many people think testamentary trusts... 
by Paul Thewlis | Apr 30, 2026 | News
Most commentary on retirement planning starts with a number. How much superannuation you need. What a “comfortable” retirement looks like. What the average Australian spends. For some people, those benchmarks are useful as a starting point. However, for many of the... 
by Paul Thewlis | Apr 22, 2026 | News
She walked into financial planning by accident, earned her degree with a mortgage on her shoulders, and winds down by building LEGO Formula 1 cars. But it’s a single question that drives everything Lauren does for clients at People + Partners. If you could only... 
by Paul Thewlis | Jan 27, 2026 | News
By Jonathon Tainsh Each year, Morningstar, one of the world’s most respected investment research firms, publishes a report called Mind the Gap. The key message from this year’s report is both simple and important: Most investors earn less than the investments they...