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My Fortress - Articles


Estate planning mistakes that could leave your family in crisis
An estate plan is more than just a Will — it’s a comprehensive strategy for protecting your legacy and your loved ones. But crafting one...
My Fortress
Mar 17


Longevity risk: Will you outlive your savings?
When we map out what our retirement will look like — or what we hope it will look like — there are plenty of assumptions we have to work...
My Fortress
Mar 17


Do you still have to worry about tax in retirement?
There are plenty of things you won’t have to worry about once you retire, but depending on your situation, tax might not be one of them....
My Fortress
Mar 13


What to know before going guarantor on your child’s loan
These days, many Aussies are stepping in to help their kids get their home loan applications over the line. That often takes the form of...
My Fortress
Mar 13


How to stop inflation derailing your retirement goals
The rising cost of goods has been a major concern for Aussie households for some time now. And while inflation in Australia seems to be...
My Fortress
Mar 13


Ways to help prevent claims on your estate
Estate planning is a delicate business, and despite your best efforts there’s always a chance things might take a turn for the messy...
My Fortress
Feb 13


Are you in the retirement risk zone? Understanding sequencing risk
There’s no telling how the market will perform in a given year. While many investors like to consider themselves expert prognosticators,...
My Fortress
Feb 13


How rewriting your personal money rulebook can set you up for success
When it comes to money, most of us are walking around with a set of rules we didn’t even choose. These rules—unspoken, inherited, or...
My Fortress
Feb 11
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