Investing

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]

Volatility is normal: Why long-term wealth depends on staying the course

5 March

Turn on the news during any period of global unrest and it can feel like the financial world is unravelling. Markets fall sharply. Headlines scream crisis. Investors begin to question everything. And yet, history tells a very different story. Share...[Read More]

Investors brace for a bigger hit from Middle East war

4 March

From being just a fringe risk, conflict in the Middle East has become a top worry for investors unsettled by the prospect of a power struggle ‌in Iran and a protracted regional war, with ramifications for everything from global trade to...[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]

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

24 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]

Half of Australians anxious about retirement savings

24 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]

Is ethical investing a no brainer? 5 Questions to ask your financial adviser

18 September

Ethical investing—also referred to as sustainable, socially responsible, or ESG (Environmental, Social, and Governance) investing—has grown rapidly over the past decade. More investors are seeking to align their portfolios with their personal...[Read More]

AI financial advice not always right on the money

17 September

When social media influencer Natasha Etschmann learned almost half of Australian investors were turning to artificial intelligence tools for financial advice, she wasn’t surprised. The FORBES 30under30 recipient started giving financial advice on...[Read More]

New crypto platform targets self-managed super funds