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.
Back In 2019, we discussed the trend of ethical investing and highlighted some of its specific characteristics. In the years since more and more investors around the world are looking at how their investments can be profitable while also meeting a range of non-financial criteria.
Mortgage interest rates have been a hot topic of conversation for many years. We’ve been experiencing some of the lowest figures ever seen and the Australian property market has continued to soar, despite the economic woes of the global coronavirus pandemic.
We all know that to live a healthy lifestyle, you have to eat well and exercise regularly… but another important element of the healthy life model is your financial wellbeing. Improving your financial position can help reduce stress and support your overall health.
Discussing money matters with loved ones can be hard… in fact for many people, the topic of family finances can be a daunting one to approach. Whether it’s your partner, your children or even your parents, it can be a difficult conversation to start.
We believe that the key to successful investing is maintaining a long-term view. The short term might be a thrill, but long-term investing provides a more stable, consistent approach to securing your financial future.
The end of a relationship is a difficult time, and separating from a partner can be a gruelling process. In a heightened emotional state, things can get messy quickly and you can find yourself facing not only the breakdown of your relationship but also dramatic changes to your financial stability.
Investment markets are cyclical in nature. Ups and downs occur regularly, but over longer periods of time, there are recognisable traits associated with each stage that can be clearly categorised.
Over the five years to 2020, the insurance industry lost approximately $3.4 billion on income protection insurance products. Insurance companies are haemorrhaging money. And that’s not good for anyone.
Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.
Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.
