Author: Capstone FP

Economic update February 2026

Economic update February 2026

Capstone FP 24 February 2026 No Comments

Market developments during January 2026 included: Key Points The domestic equity market took the lead from European and US markets, finishing higher in January, while Real Estate Investment Trusts (REITs)…

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How to create a retirement plan

How to create a retirement plan

Capstone FP 28 January 2026 No Comments

You’ve spent your entire adult life working and now it’s time to kick back and do more of the things that interest you – whether perfecting your golf handicap, travelling…

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Take control of your finances in 2026

Take control of your finances in 2026

Capstone FP 28 January 2026 No Comments

Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one…

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Why is estate planning so hard? And what you can do to make it easier …

Why is estate planning so hard? And what you can do to make it easier …

Capstone FP 28 January 2026 No Comments

Estate planning is one of those tasks almost everyone means to get to, yet many only face it during a crisis. Families often describe the same moment. A parent dies,…

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Take control of your finances in 2026

Take control of your finances in 2026

Capstone FP 28 January 2026 No Comments

Getting on top of your finances is one of the most common new year’s resolutions Australians make. But only 12% of us achieve our goal. Here’s how to be one…

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Your digital life after you die – how to protect your memories, money and identity

Your digital life after you die – how to protect your memories, money and identity

Capstone FP 28 January 2026 No Comments

Technology has made everyday life easier. We take photos without thinking where they’re stored, pay bills without opening a drawer and carry our financial lives around on a device the…

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Property or shares: Is the Australian investment dream changing?

Property or shares: Is the Australian investment dream changing?

Capstone FP 1 December 2025 No Comments

Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half…

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Setting your grandkids up for the future: A Grandparent’s guide

Setting your grandkids up for the future: A Grandparent’s guide

Capstone FP 1 December 2025 No Comments

Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you…

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What is a beneficiary and why you need one for your super

What is a beneficiary and why you need one for your super

Capstone FP 1 December 2025 No Comments

The assets that make up your estate may include property, bank accounts, investments and superannuation. How your estate will be distributed after your death will depend on who you nominate…

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Property or shares: Is the Australian investment dream changing?

Property or shares: Is the Australian investment dream changing?

Capstone FP 1 December 2025 No Comments

Property investments appear to be on the wane with younger investors as house prices rise: the number of those expecting property will be their biggest investment at retirement is half…

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