Category: Latest News

Generation Mortgage: Why younger Australians face a very different retirement

Lori Hoffmann November 2, 2026 No Comments

For many younger Australians, that same path is becoming increasingly difficult. Research reveals a generation expecting to work longer, carry substantially more housing debt into retirement and need considerably more…

AI is changing everything. Does your portfolio need to?

Lori Hoffmann October 7, 2026 No Comments

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries…

Ensure your estate planning reflects your wishes

Lori Hoffmann September 18, 2026 No Comments

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation…

Your Biggest Asset Is Your Ability to Earn an Income. Is It Protected?

Lori Hoffmann August 11, 2026 No Comments

Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available.

7 simple steps to get on the investment ladder

Lori Hoffmann August 4, 2026 No Comments

Entering the world of investing can be a life-changer for people of all ages. Here are seven simple steps for beginners to start their wealth journey.

Superannuation: More relevant than ever

Lori Hoffmann July 15, 2026 No Comments

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available.

What role will inheritance play in your long-term wealth strategy?

Lori Hoffmann July 7, 2026 No Comments

The amount of assets set to be transferred from one generation to the next in Australia over the coming decades will amount to trillions of dollars. There’s a lot to…

Understanding how your life insurance cover is priced and why it changes

Lori Hoffmann July 2, 2026 No Comments

Life insurance protects what matters most but understanding how much it costs can be difficult.

Do you know who gets your super when you die?

Lori Hoffmann June 8, 2026 No Comments

For many Australians, superannuation is their greatest asset outside the family home. But do you have a plan for who will receive your super if something happens to you?

The silent partner in your wealth plan

Lori Hoffmann June 2, 2026 No Comments

Far from being just a safety net, insurance can be a tool that preserves your assets and keeps your plans on track even when life delivers the unexpected.

Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) is a Corporate Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

Category: Latest News

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