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Welcome to our Blog, where you will find interesting articles, tips and insights. Enjoy the articles and contact us if you would like to discuss any of the content or arrange a friendly discussion with one of our qualified and experienced financial planners.


Property Investment: Tax Changes
Budget changes can alter the maths for property investors. Should more long-term wealth planning shift towards superannuation?

PLM Financial Group
Aug 32 min read


Empowering Future Generations: Financial Education for Children
Teach your children about money and set the foundations for their future success.

PLM Financial Group
Jun 283 min read


Federal Budget 2026: The big picture and proposed changes.
The Federal Budget 2026 and the big picture with proposed changes.

PLM Financial Group
May 265 min read


Make festive season conversations matter: Support for elderly family members
The festive season brings families together from near and far. If you notice signs that an older family member is experiencing the declines of ageing, be observant and take the opportunity to start a conversation.

Kathryn Price
Dec 1, 20252 min read


Rising Deeming Rates: What Does It Mean?
Deeming Rates are rising on the 20th September 2025. If you are a self funded retiree, receive the Age Pension or are utilising aged care services (including home care), these changes may have a significant effect on you or your loved one.

Kathryn Price
Sep 8, 20252 min read


Retirement Planning: Your Goals, Dreams, and Financial Milestones
As you move into your 50s and 60s, thoughts of retirement can fill your mind with both excitement and uncertainty. This is a unique time...

PLM Financial Group
Jun 27, 20254 min read


Navigating the Storm: How to Stay Resilient in the Face of Sudden Market Plunges
Stay the course and avoid panic selling.

PLM Financial Group
Apr 7, 20253 min read


Staying Steady: Navigating Market Volatility and Trump's Tariffs with a Long-Term Focus
Recent tariffs have had significant impact on markets, this article explains the importance of a long-term perspective.

PLM Financial Group
Apr 4, 20254 min read


Aged Care Fee Changes: What You Need to Know
Legislation will reshape how aged care is funded and navigating these changes can be complex.

Kathryn Price
Mar 27, 20253 min read


Tariffs Explained and their Global Effect
What are Tariffs and what impact can they have on global economies?

PLM Financial Group
Mar 5, 20253 min read


The Secret to Building Wealth: How Strategic Financial Advice Can Secure Your Future Retirement
The importance of finding the right guidance to build your financial wealth and achieve your retirement goals.

PLM Financial Group
Jan 24, 20253 min read


Aged Care: Recognising the Signs When Your Ageing Loved One Needs Help
Recognising when your elderly loved one is struggling can be difficult. They often assure assure us they are coping well. What can you do?

Kathryn Price
Nov 26, 20243 min read


Financial Planners: What Do They Really Do?
Financial planners are essential to provide a roadmap for helping you to achieve your own financial goals and aspirations.

PLM Financial Group
Nov 8, 20244 min read


Navigating the Aged Care System: Understanding Financial Advice, Entry Steps, and Funding
The aged care system can be challenging and overwhelming. A financial planner specialising in Aged Care provides crucial advice and support.

Kathryn Price
Nov 4, 20244 min read


How to Find the Best Financial Planner For You
Choosing the best financial planner for you can make a significant difference in your financial journey.

PLM Financial Group
Nov 4, 20243 min read
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