Latest Articles

What’s the best age to retire?

What’s the best age to retire?

There is no magic age at which to retire. But what’s important is to plan for a longer retirement than...
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A real cybercrime story

A real cybercrime story

Australians lost over $3 billion to scams in 2022 alone. With investment scams being the most common, consider these insights...
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Understanding market volatility

Understanding market volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and...
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Three reasons to err on the side of optimism as an investor

Three reasons to err on the side of optimism as an investor

Introduction The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking...
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The importance of rebalancing

The importance of rebalancing

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal...
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Super fund performance and unlisted assets

Super fund performance and unlisted assets

Differences in the returns of various super funds have primarily been driven by whether the funds are invested in unlisted...
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Should you fix your home loan?

Should you fix your home loan?

Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and...
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Seven key charts for investors to keep an eye on

Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing...
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Seven key charts for investors to keep an eye on

Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing...
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Factor Investing explained

Factor Investing explained

Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand...
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Economic update

Economic update

October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely to...
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5 ways to do more with less money in your relationship

5 ways to do more with less money in your relationship

We all want to live a good life with our partner, but does that have to include fine dining every...
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Boosting confidence in retirement

Boosting confidence in retirement

Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise...
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Stressed but surviving – Aussie women and their finances

Stressed but surviving – Aussie women and their finances

Taking control of your finances starts with your super. As we battle rising interest rates, cost of living pressures and...
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What is gazumping and how to prevent it happening to you

What is gazumping and how to prevent it happening to you

Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to...
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5 ways to do more with less money in your relationship

5 ways to do more with less money in your relationship

We all want to live a good life with our partner, but does that have to include fine dining every...
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Term deposit vs savings account: what’s the difference?

Term deposit vs savings account: what’s the difference?

Term deposits offer certainty and savings accounts offer flexibility. Here are some other common features and benefits of each. Putting...
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How to invest responsibly and ethically

How to invest responsibly and ethically

If you’d like your money to make a difference to the world as well as your future, responsible investing may...
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Help your retirement funds last the distance

Help your retirement funds last the distance

Retirement is a time that many Australians eagerly anticipate, providing plenty of time to pursue hobbies, do more travelling, or...
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Getting married – managing your money as a couple

Getting married – managing your money as a couple

Making a commitment to share your life with another person is a significant milestone and there is a lot you...
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