Missing the bounce? Why market patience matters

27 March

Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a natural part of market cycles, and investors who...[Read More]

Considerations with ESG investments – what you need to know

27 March

Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]

What is a guarantor? Factors to consider before taking on this role.

27 March

When lending money, lenders often require a guarantor to provide security for the loan. Acting as a guarantor involves significant responsibilities and potential risks. This article aims to provide a comprehensive understanding of what a guarantor...[Read More]

The top 5 international destinations retirees should have on their bucket list

27 March

If you’re an Australian or British retiree, retirement is the perfect time to travel the world and explore the places you’ve always wanted to see. Travelling may lead to much more than just a relaxing vacation, too. Seeing the world in your 50s,...[Read More]

Fostering wellbeing in the workplace

26 March

Roger was an auditor at a large multinational consulting firm. He was a conscientious worker, confident, capable and always positive. But Roger’s cheerful smile concealed a private burden. For years, Roger had struggled with depression and...[Read More]

Five great tips for your first week of retirement

26 March

So, you’ve had your farewell party, and your ex-colleagues have sent you on your merry way. Come Monday morning, you shouldn’t be asking yourself, “What should I do now?” but rather an enthusiastic, “Let’s get started!”. While you...[Read More]

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]

Is a self-managed super fund right for you? Balancing flexibility with responsibility

20 March

Self-Managed Superannuation Funds (SMSFs) offer individuals direct control over their retirement savings, providing the flexibility to tailor investment strategies specifically suited to their personal financial goals and risk...[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]

Visiting destinations to experience the world’s natural beauty

20 March

To experience the world’s natural beauty, landscapes, and untouched wilderness, you might consider visiting the following destinations, each offering a unique glimpse into Earth’s diverse and pristine environments.   Each of these destinations...[Read More]

The relationship between marriage and money

20 March

Marrying someone who shares your financial values may be one of the best financial decisions you’ll ever make.  Money can either be a strong foundation for a successful marriage or a persistent source of conflict. Financial disagreements are one...[Read More]

Serving up success: 10 ways accountants can boost hospitality businesses

20 March

Accountants play a crucial role in the vibrant and dynamic hospitality industry, supporting businesses such as restaurants, hotels, cafes, and bars.  These businesses often face challenges like tight profit margins, seasonal fluctuations, high...[Read More]

Protecting your legacy: 10 reasons your family farm needs an insurance broker or adviser

20 March

Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood.  Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]

Where Are We Now and Where Are We Heading?

19 March

Following an excellent year for investors, we expect lower returns in 2025, with increasing opportunities for active managers. The major themes dominating markets: US stocks continue to dominate global markets, at 74% of global market...[Read More]

What happens to my superannuation if…

19 March

The premise behind Australia’s superannuation scheme is simple: regularly contribute to a complying superannuation fund to provide financial support upon retirement. Well, that’s the plan. But what happens if your savings strategy is disrupted...[Read More]