Investing
Missing the bounce? Why market patience matters
27 March
Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a natural part of market cycles, and investors who...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors. Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]
Building wealth with investment properties: the right strategy and insurance for success
6 March
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Smart ways to invest using an SMSF
6 March
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Top 10 concerns of retirees and how financial planners can help
27 February
Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones. However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Investing in real estate and the top 5 questions to ask your tenant
20 February
Real estate has long been a popular investment strategy due to its potential for steady cash flow, appreciation, and tax advantages. Whether you’re purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Top 10 questions to ask your financial adviser and why a close relationship is key through life’s stages
13 February
Financial advice isn’t a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether you’re just starting out or planning to enjoy the fruits of your labour, having a close, ongoing relationship with your...[Read More]
What is ethical investing & how does it relate to ESG investing?
6 February
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay. People have become...[Read More]
The legal issues most people face and the importance of seeking advice
23 January
Legal issues are an inevitable part of life. Whether you’re dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]
Find out about obtaining shares and what tax deductions you can claim
16 January
You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately. You can obtain shares through: Buying...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
From passion to profit: small business ideas for every entrepreneur
26 December
Starting a small business is an exciting journey filled with opportunities to turn your passions and skills into a source of income and personal fulfilment. Whether you’re seeking financial independence, looking for a flexible career path, or...[Read More]
Achieving your big picture
19 December
Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]
Rethinking wealth: beyond money
12 December
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]