Investing
A glass half full approach to wellbeing: five signs youâre doing better than you think
20 March
Wellbeing isnât just about feeling happy all the timeâitâs about developing resilience, security, and a positive outlook on life. A âglass half fullâ approach to wellbeing encourages focusing on progress rather than perfection, recognising...[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]
Global Equity Update
14 March
Good Afternoon Since the beginning of the year, global stock markets have delivered mixed results, almost the inverse of recent years. Initially, people were optimistic about the US economy with markets pricing it in. Economic policies under...[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 chapterâone 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]
Top 10 questions to ask your financial adviser and why a close relationship is key through lifeâs stages
13 February
Financial advice isnât a one-size-fits-all solution; it evolves as you progress through different stages of life. Whether youâre 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 doesnât need to stay. Â People have become...[Read More]
December Quarter Review
31 January
The data is in! Please find below the review of the December, 2024 quarter. Summary Numerous declines were evident across major equity indexes over the quarter with pockets of positive returns across various sectors and countries Bonds...[Read More]
Explaining the Artificial Intelligence (AI) sell off
31 January
Many headlines are painting a picture of âblood in the streetsâ following Monday eveningâs market action. The Nasdaq dropped 3.1%, the S&P 500 fell 1.5%, and the volatility index spiked 20%. In fact, markets have remained volatile...[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 youâre 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]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope â 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 itâs also...[Read More]
Achieving your big picture
19 December
Even as children, people create this big picture in their minds â a reflection of how they envision their life to be. Whether your big picture is similar to whatâs called the Australian Dream (home ownership as the key to a better life) or...[Read More]
Rethinking wealth: beyond money
12 December
In todayâs 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]
How to plan for retirement in the modern world
12 December
To prepare for retirement, thereâs forced savings in the form of social security, such as superannuation. Other options to arrange for a secure financial future are savings in the bank, investments and insurance. These days, preparing for...[Read More]