Investing
Direct shares or managed funds: What is the difference?
6 August
Investing can take many forms, but two of the most common approaches are buying shares directly or investing through a managed fund. Both can provide exposure to investment markets, yet they differ in how they are owned, selected and...[Read More]
Seven things I would tell my younger self about superannuation and investing
6 August
At 60, retirement no longer feels like a distant event. It is close enough to imagine the lifestyle I want, the experiences I hope to enjoy and the financial decisions that will shape the years ahead. Looking back to when I first started work,...[Read More]
Understanding the taxation of shares: Why your accountant matters
30 July
Investing in shares can be an effective way to build long-term wealth, but it also brings tax obligations that every investor should understand. Whether you own a handful of shares or a diversified investment portfolio, keeping accurate records...[Read More]
Top 5 tips to help you take control of your finances
23 July
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a...[Read More]
Hot topics in commercial property and why advice is important
23 July
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]
Perception of wealth: The importance of holistic well-being in defining prosperity
16 July
In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
How to teach your kids about investment
9 July
As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the time to teach their kids about...[Read More]
Why people avoid financial advice—and three reasons they shouldn’t
2 July
Most people want to feel financially secure. They want to manage their household expenses, build savings, make the most of their superannuation and eventually enjoy a lifestyle of choice. Yet many Australians delay speaking with a Financial Adviser,...[Read More]
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]
Understanding risk tolerance: Passing the investment sleep test
28 May
Investing is never just about chasing returns. It is also about understanding yourself. Before choosing where to invest, one of the most important questions to ask is not simply, “How much can I make?” It is, “How much uncertainty can I...[Read More]
Commercial property vs residential property: Understanding the key differences before you invest
21 May
For many Australians, property investment begins with residential property. It feels familiar. Most people understand houses, units, tenants, suburbs, rents and mortgages because they have lived in homes themselves. Commercial property...[Read More]
Ethical investing: How do you align your money with your values
14 May
In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]
Understanding your risk profile: The foundation of smart investing
7 May
When it comes to investing, one of the most important — yet often overlooked — steps is defining your risk profile. It’s the foundation upon which your entire financial plan is built. Without a clear understanding of how much risk you are...[Read More]
Commercial property investment: Why the right advice matters
7 May
Commercial property investment can be an attractive way to build long-term wealth, generate rental income and diversify beyond residential property or traditional investment markets. From office spaces and retail shops to warehouses, medical suites,...[Read More]
When you should consider consulting a property agent and what they can do for you
7 May
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...[Read More]