Latest Articles

What are asset portfolios?

What are asset portfolios?

Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your...
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Buying an investment property

Buying an investment property

Is an investment property the right choice for you in retirement? What you need to know about buying an investment...
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Why investing for retirement is different

Why investing for retirement is different

When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the...
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Ways to expand SMSF investment horizons

Ways to expand SMSF investment horizons

The mix of investments that is right for an SMSF will depend on very personal factors, including SMSF members’ age,...
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Investing in investment bonds

Investing in investment bonds

Investment bonds are long term investments that may offer tax efficiency to investors on a high marginal tax rate and...
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Five long term global trends and implications for markets

Five long term global trends and implications for markets

This article looks at some longer term structural trends in the economy and their impact on economic growth and investments....
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Economic update February 2023

Economic update February 2023

Risk assets performed strongly in January, following further indications that inflation may have peaked in key regions. Global economic growth...
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Understanding reverse mortgages

Understanding reverse mortgages

Reverse mortgages are home mortgages that work in the opposite way to a normal home mortgage. Instead of interest and...
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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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