Wealth

Investor resources

The world of finance can be filled with jargon and complicated concepts to get your head around. There’s also constant change, whether it’s tax, super or investments. This Investor Resources section provides you with the latest articles, case studies and insights to help you feel confident about your financial choices.

Life stage

Case study: learning to budget

Discover how Finn learnt to budget, to better manage his finances.

Case study: set-and-forget investment strategies

Learn why time-poor Vera and Kim built a diversified investment portfolio.

Case study: securing the family finances

Discover the steps two new parents took to set themselves up for the future.

Helping you to arrange your final wishes

Writing a will is just the beginning. Here’s how to increase the chances that your final wishes are carried out, after you pass away

Video: Starting out

Are you starting out and wanting to embrace financial independence?

Case study: how to reach your savings goals

Learn how Alexis saved for her big overseas trip while still enjoying life. 

Life event

How one tough conversation can help you feel better about the future

It might require a hard conversation but having a will and the relevant enduring powers of attorney can help you prepare for the unexpected.

Case study: regaining financial independance

Learn how Joanna took control of her money and rebuilt her financial independence.

Case study: choosing residential care

Discover how Charles found and paid for his father’s residential aged care.

Case study: dealing with a relative’s estate

Discover how Venna coped with the practicalities after her mother passed away.

Case study: finances after redundancy

Learn how Aisha recovered from the blow of redundancy.

Case study: budgeting and investing as a parent

Learn how new parents Wen and Nalini used budgeting and investing to build their family’s financial security.

Important information

Any case studies, testimonials statements, names, performances, examples or any other information provided are for illustrative purposes only. We cannot guarantee that you will achieve the same or similar results or outcomes. The information provided is general information only and does not take into account your individual objectives, financial situation or needs. Before deciding to acquire any product or service mentioned, you should make reasonable enquiries, read the applicable disclosure documents (such as financial services guides, terms of use and conditions, fees and charges and the relevant Product Disclosure Statements), which are available via the links provided or from our website and seek professional financial, legal and tax advice. You may also request a copy of any of the applicable disclosure documents. For more information, please contact us .

 Further help and information 

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Financial wellbeing  

Visit our Resources page to access a range of articles and features that can help you in your decision-making process.    

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Financial advice

Professional advice can be invaluable no matter what your life stage, life change or where you are on your financial wellbeing journey

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