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Dec 10, 20248 min read
Goldilocks stayed for 2024, but what's in store for investors in 2025?
Key points - The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but...
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Oct 16, 20244 min read
Reasons to be cheerful... 3 key ways a financial advisor can help you feel better about your finances
Advice can play a critical role in helping Aussies manage financial stress When it comes to financial advice, there’s a common...
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Sep 3, 20243 min read
Is now a good time to refinance?
Inflation seems to be headed in the right direction, but Reserve Bank of Australia Governor Michele Bullock says a near-term cash rate...
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Sep 3, 20245 min read
Mortgage versus super - a common dilemma
Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their attention to
52 views0 comments
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Sep 3, 20242 min read
Intergenerational wealth - conflicting priorites for older Australians
For many older Australians, their retirement years are not only a time to enjoy the fruits of their lifelong labour, but also to think about
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Sep 3, 20246 min read
Why super and growth assets like shares really are long term investments
Why super and growth assets like shares really are long term investments
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Aug 28, 20243 min read
7 ways to save this Father's Day
You don't need to break the bank to let Dad know you love him.
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Jul 24, 20245 min read
Protecting your wealth - Insurance in plain English
What is insurance?
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Jun 4, 20243 min read
5 ideas to boost your property value
There are many reasons to consider renovating, from making your property more liveable to driving up its market value and increasing the...
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Jun 4, 20243 min read
Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed,...
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Jun 4, 20243 min read
A will to give
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet...
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Jun 4, 20243 min read
Yours, mine and ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A...
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May 23, 20243 min read
7 ways to get ready for tax time
The end of financial year on 30 June 2024 is fast approaching so here’s a quick checklist to help you prepare in advance and maximise...
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May 15, 20246 min read
The economic impact of the 2024 Federal Budget
The 2024-25 Budget - another surplus, but bigger medium term deficits with big spending, including on a "Future Made in Australia"
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Apr 16, 20243 min read
How to boost your retirement savings as super and tax laws change
If you’re looking to maximise your superannuation, it’s a good idea to be up to speed on any legal updates that could affect the super...
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Mar 6, 20242 min read
Is the refinance boom over?
In 2023, the cashback craze was on steroids. Lenders vying for refinancing business were offering sweeteners of $5,000 or more to...
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Mar 6, 20243 min read
The Global business risks for 2024 - Navigating the new normal
In the ever-evolving landscape of global business, staying ahead of potential risks is paramount for companies of all sizes. As we dive...
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Mar 6, 20243 min read
3 ways your retirement income can shrink and what you can do about it.
Here's what you can do to help you make the right choices and enjoy your retirement. Three common income shrinkers and how you can avoid...
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Mar 6, 20243 min read
Is 'keeping up with the Joneses' holding you back?
These days, the phenomenon of keeping up with the Joneses is more pervasive than ever. The constant bombardment of images from...
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Mar 5, 20243 min read
Give your finances a shake out for 2024
Like trees losing their leaves in autumn, why not take a leaf out of their book and choose the new year to shed some of your own...
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