Investing
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]
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]
We all want to pay less tax — but what does “Tax Minimisation” really mean?
9 October
It’s no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But there’s a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation — the legal and...[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]
Half of Australians anxious about retirement savings
25 September
Half of all Australians don’t feel particularly confident about their retirement finances and almost as many don’t have a post-work financial plan, three new reports show. Just 50 per cent of 2000 Australians surveyed in July said they felt...[Read More]
New crypto platform targets self-managed super funds
17 September
One of the world’s leading crypto exchanges has rolled out a platform for savers who want to invest their retirement assets in the volatile world of cryptocurrency. Seychelles-based OKX on Monday launched its platform for Australian self-managed...[Read More]
8 Ways to invest using an SMSF
11 September
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]
Tax time: why planning and professional advice matter
21 August
As we move into another financial year, many people view tax as a once-a-year obligation – gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]
Understanding generational traits and financial advice needs: a guide to supporting every life stage
31 July
Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades....[Read More]
Generational attitudes toward property ownership and the importance of expert advice
31 July
Property ownership remains one of the most significant financial milestones in a person’s life. However, each generation brings its own values, challenges, and strategies to the table when it comes to buying, selling, or investing in...[Read More]
Top 5 dos and don’ts when seeking advice from a financial services professional
24 July
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]
The importance of seeking advice for legal issues
10 July
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]
The power of planning: why to-do lists and long-term goals improve your life
3 July
In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether it’s jotting down a few tasks on a sticky note each...[Read More]
Teaching kids about money at different stages in their lives
12 June
It’s every parent’s dream to secure their children’s future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]
EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]