January 2026 - Wealth Adviser Newsletter (Issue 129)

Issue 129 Highlights

In this edition:

  1. The $500,000 Question: Navigating Aged Care Costs and Refundable Accommodation Deposits in Retirement

  2. Insurance as Wealth Infrastructure: Strategic Cover for Building and Protecting Family Legacies

  3. Downsizer Contributions Demystified: The $300K Super Opportunity After 55

Plus Q&A section

Click the image to the right to download the full newsletter

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.

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RBA Interest Rate Update (February 2026)

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January 2026 - Wealth Adviser Newsletter (Issue 128)