Investing
Perception of wealth: The importance of holistic well-being in defining prosperity
16 July
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 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]
Rule of seven: An investor’s compass
11 June
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]
Key ways to invest through an SMSF
30 April
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Riding the waves: Understanding market volatility and the importance of advice
16 April
Investment markets have always moved in cycles. Periods of growth and optimism are often followed by downturns, uncertainty, and recovery. While this rise and fall is a natural part of investing, it can still trigger anxiety and concern for many...[Read More]
Top 5 tips to motivate kids to save
23 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]
The super cash switch and what’s to consider.
16 April
Financial markets have see-sawed over the past month since the war in the Middle East began, impacting the balances of superannuation accounts. If this is causing stress, here are four things you can do: * Stay focused on the longer term – market...[Read More]
The power of superannuation, compounding, and staying the course
9 April
Superannuation is one of the most powerful long-term wealth-building tools available to Australians. Yet, despite its importance, it’s often misunderstood—particularly during periods of market volatility when balances fluctuate and confidence...[Read More]
A glass half full approach to wellbeing
12 March
Wellbeing isn’t just about feeling happy all the time—it’s about developing resilience, security, and a positive outlook on life. A “glass half full” approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
Retirement question a quarter of Aussies can’t answer
26 February
What’s your superannuation fund? That’s the question one in four Australians cannot answer at the top of their heads, as concern grows over workers’ lack of engagement with their retirement plans. Some 26 per cent of Australians cannot name...[Read More]
Tips on teaching your kids about investment
12 February
How to Teach Your Kids About Investment As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the...[Read More]
How a new generation of investors are teaching their parents about investing
26 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]
Key ways to invest through an SMSF and how to create a solid investment strategy
26 February
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Money, meaning, and mistakes: The advice I’d give my younger self
19 February
If I could sit down with my younger self and offer a heartfelt conversation, it would revolve around the two pillars of a well-lived life: financial wisdom and life perspective. It wouldn’t be a lecture, but more like quiet guidance—a few...[Read More]