How to handle retirement-related stress

How to handle retirement-related stress

Throughout your working life, you’ve probably looked ahead to retirement as a stress-free time, where you don’t have to worry about all the challenges and conflicts related to your working life. However, retirement can be a stressful time too, and your ability to handle the various stresses can have a direct impact on your overall health.

Positive and negative stress

Positive stress is also known as eustress and refers to … more

Do you talk to your kids about finance?

By Kathryn Creasy

Kathryn Creasy

The meme that always makes me laugh (and I don’t know where it came from to give credit!) is the “I’m glad I learned about parallelograms at school instead of how to do taxes, it’s really come in handy this parallelogram season…”.


We learn so much great foundational knowledge at school – and I truly believe algebra has come in handy even though I hated it … more

Only Human

By Damon Sugden

Damon Sugden

In a perfect world, we would all make rational decisions when it comes to money, where every move is carefully analysed and underpinned by a clear understanding of what we want to achieve and what is required to get there. However, decisions are often clouded by emotions, biases and the ever-present hum of media noise.

The study of Behavioural Finance delves into the irrational side of financial … more

Your Parents Might Need Help!

By Steven Boyce

Whenever we talk to our clients about their deepest values and what is most important to them, family inevitably comes close to the top of the list.

With this is mind, it’s interesting how few people have an open dialogue with their parents around their key advisers, estate plan, financial strategy and plan for aged care. The general perception is that it is none of your business, … more

How do you Define Retirement?

By Rakesh Shah

Many people only see retirement as the “finish line” of their working life, without considering what it means to be retired, or planning for this new phase of life. In actuality, retirement can prove to be a significant portion of your life if you remain healthy and active. You need to plan this phase of your life as carefully as you planned each phase of your career.  … more

Top Tips for Staying Happy in Retirement

By Rakesh Shah

 Your financial situation is the one aspect of retirement you can work on before retiring!

Retirement can be an exciting and liberating phase of your life, but many new retirees are surprised at how difficult it can be to adjust. Ironically, it’s only when you step away from your career that you fully appreciate the underlying benefits of being in the workforce. Once the “honeymoon” phase of … more

Planning to Give?

By David Andrew

David Andrew

In our quest to live meaningful and purposeful lives, the act of giving to others creates a sense of fulfilment and satisfaction that cannot be experienced in many other ways.

Over the years, I have observed that most of the successful people I have worked with have regarded giving as core to their sense of community and contribution.



“As you get older you will discover you


The Top 10 Money Excuses

By Jim Parker – Guest ContributorWhats Your Excuse


Human beings have an astounding facility for self-deception when it comes to their own money.

We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out the middle man and construct the façade of a logical-sounding argument over a vague feeling.

These arguments are often elaborate short-term excuses that … more

Top Five Money Conversations to Have With Your Children

By James McLeod

2017 James McLeod

There’s a small window of opportunity between your children (or grandchildren) being mature enough to understand money and flying the nest. The conversations you have during this time can make an enormous difference to their future well-being – a life filled with responsible financial decisions, or one of financial disaster!family savings

The following is a framework for conversations that will help instill good financial habits before the opportunity more

Capital Partners nominated for two awards!



Capital Partners is thrilled to be a finalist in two of Australia’s top industry awards!

The Independent Financial Adviser (ifa) has recently announced we have been shortlisted as a finalist in the categories of Boutique Advice Firm of the Year, and Risk Adviser of the Year – Serena West – at the 2017 ifa Excellence Awards.

Established in 1999, Capital Partners has been founded on the belief that real … more

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