Latest Articles

Economic and market overview November 2024

Economic and market overview November 2024

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements...
Read More
As value outperforms again, is your portfolio ready?

As value outperforms again, is your portfolio ready?

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure...
Read More
Five signs you may need a financial adviser

Five signs you may need a financial adviser

You don't have time When you’re juggling your job with your personal and family life, it can be challenging to...
Read More
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...
Read More
Navigating the transition to a successful retirement

Navigating the transition to a successful retirement

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious...
Read More
How fixed interest got its groove back

How fixed interest got its groove back

Looking for higher returns than cash in the bank with less volatility than shares and property? With interest rates generally...
Read More
Financial literacy for kids

Financial literacy for kids

Books can spark our imaginations, transport us to new worlds, and let us explore other times and other minds. They’re...
Read More
A guide to aged care

A guide to aged care

Moving into residential aged care can be an uncertain and overwhelming experience for everyone involved. On top of the personal...
Read More
8 tips to get a harder working home loan

8 tips to get a harder working home loan

It’s lucky Aussie homeowners are a pretty resilient bunch. All the interest rate rises over the past couple of years...
Read More
Residential aged care changes – what could they mean for me?

Residential aged care changes – what could they mean for me?

The Government has proposed a number of changes to the support available for ageing Australians at home, as well as...
Read More
Making the most of your retirement finances

Making the most of your retirement finances

You’ve waited a long time to reach retirement, so how do you make sure your hard earned savings go the...
Read More
How old is too old for insurance?

How old is too old for insurance?

Protecting your income during your working years makes sense. But once you – or your parents – grow older, is...
Read More
How do Aussie women’s finances stack up?

How do Aussie women’s finances stack up?

Planning for retirement is a daunting task and many Australian women lack confidence in financial decision making. Fortunately, there are...
Read More
Get 2024/25 off to a great start

Get 2024/25 off to a great start

The beginning of the financial year is a great opportunity to review your financial situation, to make sure you’re on...
Read More
Contributions, when are they made?

Contributions, when are they made?

Thanks to the evolving rules and additional tests, the world of superannuation contributions continues to be a source of confusion,...
Read More
There remain five reasons to expect the $A to rise

There remain five reasons to expect the $A to rise

Back in November we saw five reasons to expect a higher $A. These largely remain valid and the $A seems...
Read More
Mortgage versus super – a common dilemma

Mortgage versus super – a common dilemma

Conventional wisdom used to dictate Australians were better paying off their home loans, and then, once debt free turning their...
Read More
Is it worth salary sacrificing into super?

Is it worth salary sacrificing into super?

Let’s explore the ins and outs of salary sacrificing into your super and help you determine if it's worth considering...
Read More
How to determine asset allocation

How to determine asset allocation

Asset allocation is the process of dividing funds between different asset classes including cash, bonds, property and shares. This takes...
Read More
Economic and market overview

Economic and market overview

Australian shares fared well in July, buoyed by suggestions that no further interest rate hikes will be necessary. With inflation...
Read More
1 6 7 8 9 10 24