Latest Articles

How to deal with rising inflation

How to deal with rising inflation

Between March 2021-22, inflation in Australia rose by 5.1%. Meanwhile, wages only rose by 2.4%1. With the bare essentials becoming...
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Are you on track with your finances?

Are you on track with your finances?

When it comes to life stages, we’re all different. Some of us are all set up with a mortgage, a...
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Review of 2022, outlook for 2023

Review of 2022, outlook for 2023

Key points 2022 was dominated by high inflation, rising interest rates, war in Ukraine and recession fears. This hit bonds...
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How does the First Home Super Saver Scheme (FHSSS) work?

How does the First Home Super Saver Scheme (FHSSS) work?

If you’re a first home buyer, you may be eligible to withdraw voluntary super contributions you’ve made (plus earnings) to...
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Don’t let overspending be your undoing

Don’t let overspending be your undoing

Do you struggle to control your spending around your friends and family? If the urge to ‘keep up’ with a...
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Christmas gifts that won’t blow your budget

Christmas gifts that won’t blow your budget

Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and of course, gift giving. Here...
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9 ways to teach kids the value of money at Christmas

9 ways to teach kids the value of money at Christmas

What’s the meaning of Christmas in your household? While it can sometimes feel like spending a small fortune on gifts...
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3 golden rules that make saving for retirement easier

3 golden rules that make saving for retirement easier

If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little...
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How do hedge funds work in a volatile market?

How do hedge funds work in a volatile market?

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to...
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How old is too old for insurance?

How old is too old for insurance?

As you age and your health starts to deteriorate, having a financial safety net and protecting your nearest and dearest...
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Impacts from Falling Home Prices: The Wealth Effect

Impacts from Falling Home Prices: The Wealth Effect

The impacts of interest rate hikes on consumers are well known; higher interest means that mortgage debt servicing costs will...
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Alternative Thinking: Diversifying Beyond Traditional Asset Classes

Alternative Thinking: Diversifying Beyond Traditional Asset Classes

Once a staple investment allocation, the traditional balanced portfolio of shares and bonds has had some challenges in delivering positive...
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Why staying invested matters when markets fall

Why staying invested matters when markets fall

It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make...
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Booms, busts and investor psychology: Why investors need to be aware of the psychology of investing

Booms, busts and investor psychology: Why investors need to be aware of the psychology of investing

Up until the 1980s the dominant theory was that financial markets were efficient. In other words, all relevant information was...
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Economic and market overview

Economic and market overview

Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX...
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3 things to consider if your Super balance falls

3 things to consider if your Super balance falls

From time to time, market movements may cause your super balance to fall. While this can be alarming, you'll find...
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What you should know about creating your will and estate plan

What you should know about creating your will and estate plan

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t...
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What are some investment options outside of super

What are some investment options outside of super

When it comes to investing, you have two options – inside or outside of super. Super, being a longer-term investment...
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Relationship break-up entitlements when you’re in a de facto

Relationship break-up entitlements when you’re in a de facto

If you’ve recently split from your partner or are simply wondering what might happen if you do, you’ll need to...
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Is money the key to happiness?

Is money the key to happiness?

Is money the key to happiness? Numerous research reports and studies agree having more money can lead to improved wellbeing,...
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