The 2026-27 Federal Budget includes some of the most significant proposed tax changes seen in decades. Many of them will have significant impact for business owners and non-business owners. In the words of our CEO, “It’s just unbelievable.” Most of these measures still need to pass through Parliament before becoming law. As that happens, we’ll […]
Some people thrive on spreadsheets and forecasts. Others prefer vision boards and big-picture dreaming. Both approaches can work – the key is knowing your style. The Research Gap While 62% of pre-retirees have a financial plan, only 17–26% have lifestyle or social plans.* Left-Brain Planners Enjoy calculators, projections, and tracking Strength: unlikely to run out […]
When planning retirement, most people focus on super and lifestyle. Yet health costs can quietly become one of the biggest challenges. Nearly half of older Australians live with a chronic condition.* The Health Reality Dementia cases are projected to rise from 332,000 to around 900,000 by 2050** Private health premiums rise faster than inflation Out-of-pocket […]
Estate planning is often put off – yet it’s one of the most important parts of preparing for retirement. A solid plan ensures your wishes are carried out, your loved ones are looked after, and disputes are minimised. More Than Just a Will A will is essential, but estate planning goes further. Key documents include: […]
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
You know this as well as we do: Nothing changes until action is taken.
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
The Hendrie Group
Level 1, 23 Lacey Street Croydon, Vic 3136
(PO Box 489, Croydon Vic 3136)
03 9725 2533
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