Latest Articles

Christmas Gifts that won’t break the Budget

Christmas Gifts that won’t break the Budget

Christmas is a wonderful time of year in Australia, filled with summer foods, decorations and of course, gift giving. This...
Read More
Tax deductible donations: Get the most out of giving back

Tax deductible donations: Get the most out of giving back

Donating to a charity or cause you care about is a win-win for both you and the charity. Charities rely...
Read More
Why should I see a financial planner?

Why should I see a financial planner?

Financial planning is something more and more people are considering as a service they need to help them get the...
Read More
Should you merge your finances with your partner?

Should you merge your finances with your partner?

The COVID-19 pandemic has changed many aspects of our daily lives, and romance is no exception. While lengthy separations have...
Read More
5 steps to better financial goals

5 steps to better financial goals

Everyone has financial goals. Maybe you want to pay off your mortgage early, stop relying on your credit cards, or...
Read More
What alternative assets bring to your super investment mix

What alternative assets bring to your super investment mix

Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are...
Read More
Market volatility during COVID-19

Market volatility during COVID-19

Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such...
Read More
What happens to my super when I move overseas?

What happens to my super when I move overseas?

You might be leaving the country for a variety of reasons - career prospects, love, adventure, new opportunities - or...
Read More
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 those...
Read More
Retirees: How to beat Inflation before it beats you

Retirees: How to beat Inflation before it beats you

Investors with long memories – or a good education – will recall the bad old days when inflation was the...
Read More
Economic and market commentary

Economic and market commentary

Investors remained focused on rising inflation and the possibility of policy settings being tightened worldwide. Bond yields continued to rise...
Read More
Do life insurance products cover mortgage payments?

Do life insurance products cover mortgage payments?

You've worked tirelessly to own the home of your dreams. But if you suffered from an injury or illness that...
Read More
An overview of the main residence CGT exemption

An overview of the main residence CGT exemption

Generally, a property, including a taxpayer's main residence, ie their family home, is considered to be a Capital Gains Tax...
Read More
Millennials and money: what does the future hold?

Millennials and money: what does the future hold?

The first millennials (born between 1981 and 1996) are turning 40 this year. Still, despite more than twenty years in...
Read More
How to invest ethically

How to invest ethically

Ethical investing involves using your ethical principles to filter and guide your investment decisions. The practice has been around for...
Read More
How ‘Buy Now Pay Later’ affects your credit score

How ‘Buy Now Pay Later’ affects your credit score

In recent years, ‘buy now pay later’ (BNPL) has become an increasingly popular method for consumers looking to purchase goods...
Read More
Demand for financial advice doubles in five years

Demand for financial advice doubles in five years

If your car engine sounds dodgy, you see a mechanic. If you’re unwell, you see a doctor. If you’ve got...
Read More
7 ways to stay active and healthy in retirement

7 ways to stay active and healthy in retirement

When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that...
Read More
Your 7-point retirement planning checklist

Your 7-point retirement planning checklist

You might feel emotionally ready to retire but you’ll want to make sure you’re financially ready too. Socialising with mates,...
Read More
Should I still change jobs despite COVID-19?

Should I still change jobs despite COVID-19?

Go back a month or two and you’d be forgiven for thinking we were on the fast track to pay...
Read More