Articles

While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.

13 February, 2023

Your next 10 years as an investor

We discuss what your next 10 years as an investor will look like as the rising cost of living and interest rates hikes change the overall market. Are the “good old days” a thing of the past?

13 February, 2023

Gifting assets during retirement

You’ve made it to retirement, you are probably more financially secure than ever and you’re feeling generous. But there are some considerations to make before gifting assets during retirement.

24 January, 2023

Using your superannuation as a legal tax haven

Depending on how you look at it, superannuation can be a legal tax haven. Yes, you read that right! You don’t have to move to the Cayman Islands to realise your tax haven dreams – your superannuation fund can get you started!

9 December, 2022

Investment property rent and retirement

Wondering if your investment property rent will be enough to hold you up in retirement? We discuss investment property rent and retirement outcomes in this comprehensive article.

9 December, 2022

Investing in your 40s

Your 40s are a time for consolidation and future planning, so what are the best investing tips for your 40s? This decade is an important time, walk through some tips for investing best practice with us.

5 December, 2022

Budgeting for the holiday season

Want to avoid spending more than you should? Budgeting for the holiday season is a good way to ensure you still enjoy your holidays, but don’t start the new year in financial distress.

5 December, 2022

Rebuilding your finances after divorce

There is a lot to consider when a relationship breaks down, but rebuilding your finances after divorce and safeguarding your financial future should be somewhere near the top of the list.

23 November, 2022

Rising home loan rates

You’ve probably heard the news about rising home loan rates and inflation. If you have a home loan or investment loan, you’re probably also watching the movements of the Reserve Bank closely.

23 November, 2022

Managing sudden wealth

Picture this… you get the call you’ve been waiting for your whole life… the one where your numbers have come up and you take home that lottery win you’ve been dreaming of and you find yourself managing sudden wealth.

16 November, 2022

Superannuation through generations – 50s, 60s and 70s

This is the second article in a two-part series about superannuation through generations, covering how to tackle superannuation in your 50s, 60s and 70s.