Investment
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]
Why a financial review is one of the most valuable meetings you’ll have each year
21 May
Life rarely stands still—and neither should your financial plan. A financial review with your financial planner is not just a box-ticking exercise; it’s a powerful opportunity to reset, refine, and realign your money with the life you’re...[Read More]
Preparing your home for retirement – Start 10 years early
9 April
Retirement is often imagined as a time of freedom, comfort and enjoying the lifestyle you’ve worked hard to build. But one area that is often overlooked in retirement planning is your home. Where you live—and how well it suits your future...[Read More]
Retirement success… but at what cost?
2 April
You made it. After decades of early mornings, long days, financial discipline, and countless sacrifices, you’ve reached retirement. The mortgage is under control, the superannuation balance looks solid, and the calendar is finally your own. For...[Read More]
What to consider when buying an investment property
19 March
Property investment has long been seen as a way to build wealth over time. For many investors, the goal is twofold: to benefit from the long-term growth in the property’s value while also generating rental income along the way. While the idea may...[Read More]
Time, money and meaning: Rethinking what wealth really is
15 January
Ask ten people what wealth means and you’ll likely get ten different answers. For some, it’s a certain number in the bank, a paid-off home, or the freedom to stop worrying about bills. For others, it’s less tangible — time, health,...[Read More]
The adult’s guide to embracing superannuation
27 November
Being young comes with a whirlwind of experiences and financial priorities, often pushing thoughts about retirement and superannuation to the back burner. Initially, for many young individuals, superannuation feels like a distant concern,...[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]
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]