Investing
Hot topics in commercial property and the importance of advice
25 September
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[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]
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]
Compound interest is often described as the “eighth wonder of the world
28 August
Financial freedom is not about luck or sudden windfalls—it’s about disciplined choices, consistency, and time. Among the most powerful strategies to achieve lasting financial security is starting to save and invest early. The earlier you begin,...[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]
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]
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]
Commercial property: dos, don’ts, and the importance of professional advice
11 September
Investing in commercial property can be a powerful way to build wealth, generate stable income, and diversify your portfolio. Unlike residential real estate, commercial property comes with unique opportunities as well as specific challenges that...[Read More]
Investor profiles: the key to smarter financial decisions
11 September
When it comes to investing, one size does not fit all. Every investor has unique goals, financial circumstances, and risk tolerances. This is where investor profiles come in. An investor profile is a structured assessment of a person’s financial...[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]
How a property agent can guide you to your dream home
17 July
Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations. Here are some key instances when you should consider consulting a property agent and what...[Read More]
Steps to building an emergency fund
17 July
Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]