Investment
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]
Financial security: four essential steps to protect your future
13 March
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster means...[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 importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
Investing for income
5 February
Share markets are renowned for taking unexpected downturns, and while history shows that markets eventually recover, this rebound in value can occasionally take time. Investors concerned about this risk, or those who no longer have a regular income,...[Read More]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Property investing: comparing residential with commercial real estate
16 January
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
The real impact of inflation
11 December
Inflation is a slow force working against your financial goals. It can quietly erode the purchasing power of your money over time. While it’s tempting to see cash as a safe haven, failing to factor in inflation could mean your savings are worth...[Read More]
Best ways to finance your renovation
5 December
Considering a renovation? You’re not alone! Home renovations are a popular way to enhance your living space, boost property value, or adapt to life changes. However, financing such projects can take time and effort. Here’s a guide to some of...[Read More]
The ‘magic’ of compounding for investment success
13 November
Forget about location, location, location being the key to a good investment outcome. The key ingredient is time, time, time, which delivers the ‘magic’ of compounding. Over time, a regular savings plan can turn small amounts of money into a...[Read More]
Some tips to help grow your superannuation
31 October
Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]
Australian investment eyed for Peruvian mining pipeline
30 October
Peru is looking to Australian companies for hundreds of millions of dollars for critical mineral investment with 51 projects having a combined $US55 billion revenue potential in the pipeline to 2035. Peru’s Energy Minister Romulo Mucho says China...[Read More]
Positive returns continue, with increasing market volatility
18 September
The investment markets have seen a positive but volatile few months. Whilst April falls resulted in low returns for that quarter, a subsequent July recovery saw record highs in Global and Australian share markets. Markets sharply fell again in the...[Read More]
5 Psychological traps harming your financial future
11 September
Market trends aren’t the only factors affecting your investment portfolio—behavioural biases can significantly impact your returns. These psychological tendencies, like confirmation bias and herd mentality, often lead to poor investment...[Read More]
Unlocking Financial Freedom: The Power of Early Saving and Investing
5 September
Starting to save and invest as early as possible is one of the most effective strategies for building long-term wealth and financial security. The key is to consistently set aside even small amounts of money and invest them wisely, allowing you to...[Read More]