Investing
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
The 12 days of Christmas: A goals-based approach to financial planning
4 December
The festive season is traditionally a time of celebration, generosity, and reflection. But it’s also the perfect opportunity to pause and assess our financial wellbeing. As the year draws to a close, many of us think about what we hope to...[Read More]
Understanding diversification: What it is, why it matters, and how it shapes your investment strategy
4 December
In the world of investing, few principles are as consistently emphasised—and as often misunderstood—as diversification. At its simplest, diversification means spreading your money across a variety of investment types so you are not overly...[Read More]
Share market volatility: why time in the market beats timing the market
27 November
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]
Investing can be a roller coaster: some tips for riding the ups and downs
27 November
Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy. Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]
Invest or lose: Australia’s billion-dollar AI warning
26 November
Australia could miss out on a $150 billion boost to its economy if it fails to invest in artificial intelligence, including sovereign AI models, regional hubs, training and infrastructure. But decisive investments in the technology could deliver an...[Read More]
10 Factors to consider in commercial real estate investment
20 November
When considering the purchase of commercial property, it’s crucial to take a strategic approach, as the implications of your decisions can significantly affect your financial outcomes. Here are some key factors to consider: Top 10 Factors...[Read More]
Baiting home buyers with low prices to be chopped
19 November
Flashy real estate agents preying on buyers in an aggressive property market could be slugged with huge fines under an underquoting crackdown. Under proposed reforms, maximum penalties will soar from $22,000 to $110,000 to remove the financial...[Read More]
Understanding debt: The key to conquering It
13 November
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
What you need to know before making an ESG investment
13 November
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]
From conversation to collaboration: How your relationship with a financial planner evolves
6 November
Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]
Model portfolios explained: The balance between strategy and simplicity
6 November
In today’s complex investment landscape, many people seek a structured, diversified approach that aligns with their financial goals and comfort with risk. One increasingly popular solution is the model portfolio — a professionally designed...[Read More]
How to align your money with your values: Ethical investing
30 October
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]
Pending crypto rules already benefiting Aussie industry
29 October
The Albanese government’s new crypto rules aren’t even in effect yet, but the clarity they promise is already benefiting the industry. Former NAB executive Kate Cooper, who now leads Australian operations for global crypto exchange OKX, says...[Read More]
Young Australians buy shares as property dream fades
22 October
What you own is more important than what you earn, according to young Australians increasingly turning to investment to get ahead, a report shows. Seven in 10 millennials and Gen Z Australians think owning assets is more critical to financial...[Read More]