Latest Articles

A healthy outlook: Why healthcare is worth investor consideration in 2025

A healthy outlook: Why healthcare is worth investor consideration in 2025

Healthcare fell out of favour with investors following the pandemic, but a brighter earnings outlook and strong, long-term tailwinds have...
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When can you access your super?

When can you access your super?

Super is only for when you retire, right? Well not quite. There are a few times in life when you...
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The biggest financial mistake women are making according to an economist

The biggest financial mistake women are making according to an economist

We all know the story: women earn less than men. But even as society and employers work towards closing the...
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The $3 billion money pot a million retirees mistakenly ignore One in four retirees could be thousands of dollars a year...
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Caring for ageing parents

Caring for ageing parents

Some of us may help provide assistance to our ageing parents or other relatives in the future. That time may...
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How to grow your super before retirement

How to grow your super before retirement

A super balance of $1 million is often presented as the magic number for a comfortable retirement. But most experts...
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Financial goals guide 2025

Financial goals guide 2025

Your future's on the line. Don't stay on hold in 2025. Is it March already? It’s time to start nurturing...
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Seven secret financial habits of wealthy Australians you can copy

Seven secret financial habits of wealthy Australians you can copy

Ever wondered how the wealthy manage their money and what they do differently from the average Australian? New research* from...
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Financial strategies for women over 50

Financial strategies for women over 50

Many women in their 50s are asking themselves: “How do I prepare for retirement without financial stress? Can I reduce...
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Can a few extra dollars really make a difference?

Can a few extra dollars really make a difference?

Extra payments into super, no matter how tiny, can do a lot for your balance. It doesn’t have to be...
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ASX reporting season: Look for earnings quality and strategic clarity

ASX reporting season: Look for earnings quality and strategic clarity

Earnings season is coming up for ASX investors. Following is what to look for…    Companies face sustained pressure from...
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Aged Care reforms 1 July 2025

Aged Care reforms 1 July 2025

The Government has legislated changes to the cost of residential aged care, for Australians entering care from 1 July 2025....
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Winding up an SMSF

Winding up an SMSF

There are no prescribed steps for winding up an SMSF, however there are a number of specific requirements that must...
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What assets can you have before losing your Age Pension?

What assets can you have before losing your Age Pension?

There are many benefits to receiving an Age Pension or even a part pension, but there are limits to what...
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Using the bucket strategy to make your money last longer

Using the bucket strategy to make your money last longer

How do you find the sweet spot between using your retirement savings to enjoy a comfortable standard of living, and...
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Understanding the difference between ESG, ethical and green investing

Understanding the difference between ESG, ethical and green investing

For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive.  Confusion around what “ESG Investing”...
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Megatrends for 2025 and beyond…

Megatrends for 2025 and beyond…

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities but they also create...
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The ins and outs of geared share funds

The ins and outs of geared share funds

Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very...
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Economic update February 2025

Economic update February 2025

Global The introduction of DeepSeek’s open-source R1 model shocked global markets in January, challenging our understanding of capex requirements and...
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Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities

Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities

The average Australian property investor could lose money in their first year, with those in the nation’s two largest capitals...
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