Investing
Considerations with ESG investments – what you need to know
27 March
Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]
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]
A glass half full approach to wellbeing: five signs you’re doing better than you think
20 March
Wellbeing isn’t just about feeling happy all the time—it’s about developing resilience, security, and a positive outlook on life. A “glass half full” approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
Market volatility: why time in the market beats timing the market
13 March
Share market volatility is a natural and inevitable aspect of investing. While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed...[Read More]
The advantages and disadvantages of buying off the plan
13 March
Buying property off the plan offers numerous benefits, but it also comes with some challenges. This guide will explore the advantages and disadvantages to help you make an informed decision. Advantages of Buying Off the Plan More Customisation...[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]
Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)
13 February
When it comes to increasing your home’s value, smart investments can yield significant returns, whether you’re preparing to sell or simply enhancing your living space. However, not every renovation or improvement guarantees a positive return....[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 $239b Aussie industry smashing investment records
5 February
Australian investors are piling into exchange-traded funds, an innovative financial instrument that offers easy exposure to a range of assets from around the world. Australia’s ETF industry attracted a record net $30.8 billion in new investments...[Read More]