Money
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]
Navigating redundancy: why financial advice is essential and 10 tips for getting help
13 March
Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns. While some may view redundancy as a setback, others may see it as...[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]
Booking your ideal holiday: travel agent vs. DIY planning
20 February
When planning a holiday, one of the first decisions you’ll face is whether to book through a travel agent or handle the arrangements yourself. Both options have advantages and drawbacks, depending on your preferences, budget, and the complexity...[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]
Your ultimate guide to planning a dream trip
13 February
Planning your dream trip is like painting on a blank canvas—each detail you add brings your adventure to life. Whether you’re envisioning a sun-soaked beach retreat, a bustling city exploration, or a serene mountain escape, the journey from...[Read More]
Exploring and acting on your interests can open doors you never imagined
6 February
Starting something new is an exhilarating yet daunting experience. Whether it’s pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[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]
Property investing: comparing residential with commercial real estate
16 January
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Starting a business after retirement: turn your passion into profit
9 January
For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[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]
6 tips to overcome the deposit barrier
2 January
In Australia, the deposit barrier is a significant challenge for many people who wish to buy their own homes. Saving up for a deposit can be a daunting task, especially for first-time homebuyers. The good news is that there are various...[Read More]
Ways to build up and protect your finance
26 December
People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[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]