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.
As ethical issues such as climate change gain attention in the media, more people are considering the impact of their investment decisions. Ethical investing has been named a major trend in the financial industry in 2019.
The mind is a funny thing… it can push you forward to achieve great feats or it can pull you down into a state of inaction. Your mindset is incredibly important when it comes to your wealth building because the right mindset certainly helps you achieve financial success.
Do you have ageing parents that you support while also caring for dependent children? Every dollar given away today could impact your own financial security in your retirement years, and perpetuating financial instability is the last thing you want to do.
Recent Age Pension changes, made by the government, have presented new possibilities to many older Australians. We have seen the media focus on cuts to deeming rates which offer a potential increase to payments and greater eligibility.
Everyone would love to have a crystal ball to tell us what will happen in the world of investments. Knowing when to expect ups and downs in the market and being ready to act accordingly would certainly make it far easier to strike it rich quickly.
We hear a lot about the gender pay gap… and we know that women tend to retire with far less in their superannuation accounts when compared to men.
Making the decision to engage the services of a financial adviser can be daunting. It is very important that you find the right person to help you along your path. We have some suggestions about the qualities you should consider when looking for an adviser to help you along your financial journey. First Financial Melbourne.
When preparing for retirement, the most important question you need to ask yourself is, ‘How much income will I need?’ It is vital that you have a clear understanding about your income requirements so that you can live the life you want when you are no longer working.
Financial experts used to think that long-term portfolio performance was due 90% to asset allocation and 10% to timing and selection, but recent studies have shown that investor behaviour can account for up to 50% of the portfolio performance.
