Investing
From conversation to collaboration: How your relationship with a financial planner evolves
6 November
Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your...[Read More]
Model portfolios explained: The balance between strategy and simplicity
6 November
In today’s complex investment landscape, many people seek a structured, diversified approach that aligns with their financial goals and comfort with risk. One increasingly popular solution is the model portfolio — a professionally designed...[Read More]
How to align your money with your values: Ethical investing
30 October
In today’s world, more investors are seeking not only financial returns but also alignment between their money and their values. This approach, known as ethical investing, is about choosing investments that consider environmental, social, and...[Read More]
Pending crypto rules already benefiting Aussie industry
29 October
The Albanese government’s new crypto rules aren’t even in effect yet, but the clarity they promise is already benefiting the industry. Former NAB executive Kate Cooper, who now leads Australian operations for global crypto exchange OKX, says...[Read More]
Young Australians buy shares as property dream fades
22 October
What you own is more important than what you earn, according to young Australians increasingly turning to investment to get ahead, a report shows. Seven in 10 millennials and Gen Z Australians think owning assets is more critical to financial...[Read More]
The rule of seven: An investor’s compass
16 October
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
Property investing: the similarities & differences between residential & commercial real estate
16 October
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Australian ETF industry surges past $300b milestone
15 October
Australia’s exchange traded fund industry has surged past $300 billion in funds under management, a new record in a year full of them. Australia’s ETF industry had $309.3 billion in funds under management at the end of September, up $9.9...[Read More]
AI investment boom could lead to bust, IMF warns
15 October
The International Monetary Fund has warned the massive investment boom in AI shares parallels the dot-com bubble experienced in the late 1990s and could potentially burst. The US artificial intelligence investment boom may be followed by a...[Read More]
Top 5 tips to save money — Whether you’re just starting out or chasing a big goal
9 October
Saving money isn’t just about cutting out coffee or chasing every bargain. It’s about creating a plan that works for your lifestyle and future goals. Whether you’re starting from scratch or building a nest egg for something big — a house...[Read More]
Navigating a career change with confidence
9 October
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges. Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
We all want to pay less tax — but what does “Tax Minimisation” really mean?
9 October
It’s no secret: when tax time rolls around, most of us look for ways to reduce how much we owe. But there’s a big difference between smart tax planning and simply trying to avoid tax. The key term to know is tax minimisation — the legal and...[Read More]
A comprehensive guide to managing your personal finances
2 October
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about the...[Read More]
Financial sector urged to shoot higher on climate risk
1 October
Coming clean on climate risks has proven “flawed” as a tool to steer investment away from fossil fuels and into renewables in line with global emissions goals, environmental groups have warned. More than 50 climate finance groups from Australia...[Read More]
Hot topics in commercial property and the importance of advice
25 September
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]