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Happy New Year and welcome to our first quarterly newsletter for 2024

In our first article, we take a look at what happened throughout 2023 and we look ahead to see what global events have the potential to create broader economic challenges in 2024. 

Deciding on whether you should have insurance inside super is a common question. Here, we explain different types of insurance options and what they include.

Knowing how much money you will need in retirement is a tricky question as it's not a one-size-fits-all answer. Here’s what you should be considering when thinking about how much money you’ll need in retirement.

If you're looking to build wealth for retirement, investing is an alternate option outside of your super. Here are 6 tips to help you get started on your investment journey.

You may be considering making some professional or personal changes this year, this article explains how small incremental changes can help you to achieve your goals. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 8014 2040 or email

Kind regards,

Life Plan Financial Advisors

2023 Year in Review

Extraordinary turnarounds in super and some property markets were the standouts in a year full of surprises. Read full article >>

Should I buy insurance through my super?

Is insurance inside super the way to go? We take a look at your options. Read full article >>

The 1% rule - tiny changes add up to a BIG difference

Just a tiny change - doing something just one per cent better - can be transformative if you build on that change. Read full article >>