Investment
A generational guide to minimising tax throughout life
13 November
Tax isn’t just a yearly chore — it’s a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being. Each stage of life presents...[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]
Volatility and the value of time in the market
30 October
Market volatility is a normal — and often uncomfortable — part of investing. Share prices rise and fall in response to economic data, company earnings, geopolitical events, and investor sentiment. When markets swing sharply, it can tempt even...[Read More]
The rule of seven: An investor’s compass
16 October
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
Property investing: the similarities & differences between residential & commercial real estate
16 October
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Australian ETF industry surges past $300b milestone
16 October
Australia’s exchange traded fund industry has surged past $300 billion in funds under management, a new record in a year full of them. Australia’s ETF industry had $309.3 billion in funds under management at the end of September, up $9.9...[Read More]
AI investment boom could lead to bust, IMF warns
16 October
The International Monetary Fund has warned the massive investment boom in AI shares parallels the dot-com bubble experienced in the late 1990s and could potentially burst. The US artificial intelligence investment boom may be followed by a...[Read More]
Top 5 tips to save money — Whether you’re just starting out or chasing a big goal
9 October
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a house...[Read More]
Debt recycling explainer: Turning debt into wealth
2 October
For most people, debt feels like a weight to get rid of as quickly as possible. Paying off the mortgage or other personal debt is often seen as the ultimate financial goal. But there’s a strategy called debt recycling that flips the script:...[Read More]
Hot topics in commercial property and the importance of advice
25 September
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
Achieving your big picture with the guidance of a financial adviser
25 September
From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future. Others may picture a...[Read More]
ASX’s smaller firms providing stellar returns in 2025
25 September
A beaten-down portion of Australia’s share market is finally showing signs of a resurgence – one some fund managers say is just getting started. Smaller corporations on ASX are collectively up 21 per cent year-to-date when including dividends,...[Read More]
Commercial property: dos, don’ts, and the importance of professional advice
11 September
Investing in commercial property can be a powerful way to build wealth, generate stable income, and diversify your portfolio. Unlike residential real estate, commercial property comes with unique opportunities as well as specific challenges that...[Read More]
Investor profiles: the key to smarter financial decisions
11 September
When it comes to investing, one size does not fit all. Every investor has unique goals, financial circumstances, and risk tolerances. This is where investor profiles come in. An investor profile is a structured assessment of a person’s financial...[Read More]