Finance
Why people avoid financial advice—and three reasons they shouldn’t
1 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
Understanding risk tolerance: Passing the investment sleep test
27 May
Investing is never just about chasing returns. It is also about understanding yourself. Before choosing where to invest, one of the most important questions to ask is not simply, “How much can I make?” It is, “How much uncertainty can I...[Read More]
Ethical investing: How do you align your money with your values
13 May
In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]
Understanding your risk profile: The foundation of smart investing
6 May
When it comes to investing, one of the most important — yet often overlooked — steps is defining your risk profile. It’s the foundation upon which your entire financial plan is built. Without a clear understanding of how much risk you are...[Read More]
Commercial property investment: Why the right advice matters
6 May
Commercial property investment can be an attractive way to build long-term wealth, generate rental income and diversify beyond residential property or traditional investment markets. From office spaces and retail shops to warehouses, medical suites,...[Read More]
Key points to consider to help you in your decision to move your loved one to aged care
29 April
Caring for someone in an aged care home can be a challenging and emotional experience, but it’s important to remember that you still have an essential role to play in supporting your loved one’s care. Here are some key points to consider to help...[Read More]
Saving for the future
29 April
In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]
Top 5 tips to motivate kids to save
22 April
Building strong money habits early can set children up for a lifetime of smart financial decisions. It all starts with simple lessons in saving, spending, and valuing what matters most. Help Them Set a Clear Goal Saving is much easier when...[Read More]
Starting or restarting a Fitness Regime in Your 60s
1 April
If you’re over 60, regular exercise is essential for maintaining health, energy, and independence. It reduces the risk of serious conditions such as heart disease, diabetes, and osteoporosis. However, starting or restarting a fitness regime...[Read More]
Staying the course: Navigating share market volatility with confidence
25 March
Market volatility is a natural and expected part of investing. At various points in time, investors will see their portfolios and superannuation balances rise and fall—sometimes sharply. While these movements can feel unsettling, particularly...[Read More]
Volatility is normal: Why long-term wealth depends on staying the course
4 March
Turn on the news during any period of global unrest and it can feel like the financial world is unravelling. Markets fall sharply. Headlines scream crisis. Investors begin to question everything. And yet, history tells a very different story. Share...[Read More]
The curious case of 6 April: History, tax and smart financial planning
25 February
Every year, as the UK approaches early April, conversations turn to tax returns, allowances and year-end planning. But have you ever stopped to wonder why the UK tax year runs from 6 April to 5 April, rather than lining up neatly with the calendar...[Read More]
End of financial year in the UK: Why now is the time to review, not rush
25 February
As the UK financial year draws to a close on 5 April, many individuals and business owners feel a familiar pressure to “do something” before the deadline. The end of financial year (EOFY) is often framed as a last-minute scramble to reduce tax...[Read More]
How a new generation of investors are teaching their parents about investing
25 February
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]
Navigating your next adventure with ease – a checklist for your next road trip
25 February
Planning a road trip can be an exciting adventure, offering a unique blend of freedom, discovery, and bonding opportunities. Whether you’re exploring familiar landscapes or venturing into unknown territories, preparation is key to ensuring a...[Read More]