Investing can be a roller coaster: 3 tips for riding the ups and downs

17 April

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]

The difference between bananas, stocks and bonds

10 April

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

Managing debt: a strategic approach to financial freedom

3 April

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]

Dutton pledges power bill ‘action’ but questions remain

2 April

Plans to set aside gas for the domestic market will bring power prices down, Peter Dutton claims, but Australians remain in the dark about how much better off they would be under the proposal. The opposition leader visited western Sydney on the...[Read More]

The relationship between marriage and money

20 March

Marrying someone who shares your financial values may be one of the best financial decisions you’ll ever make.  Money can either be a strong foundation for a successful marriage or a persistent source of conflict. Financial disagreements are one...[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]

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]

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]

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]