Staying steady: managing emotions and maintaining focus during market volatility

20 March

Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors.    Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]

A glass half full approach to wellbeing: five signs you’re doing better than you think

20 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]

Market volatility: why time in the market beats timing the market

13 March

Share market volatility is a natural and inevitable aspect of investing.    While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed...[Read More]

The advantages and disadvantages of buying off the plan

13 March

Buying property off the plan offers numerous benefits, but it also comes with some challenges.  This guide will explore the advantages and disadvantages to help you make an informed decision.   Advantages of Buying Off the Plan More Customisation...[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]

Smart ways to invest using an SMSF

6 March

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]

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]

The $239b Aussie industry smashing investment records

5 February

Australian investors are piling into exchange-traded funds, an innovative financial instrument that offers easy exposure to a range of assets from around the world. Australia’s ETF industry attracted a record net $30.8 billion in new investments...[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]

Find out about obtaining shares and what tax deductions you can claim

15 January

You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately.   You can obtain shares through: Buying...[Read More]