Investment
Making the most of your FIFO years: 10 tips for money and life
10 July
Working Fly-In Fly-Out (FIFO) can be a golden opportunity to fast-track your financial future and build a life with purpose—if managed wisely. Whether you’re doing it for a few years to get ahead or making a long-term career out of it, the...[Read More]
Financial security: four steps to protect your future
26 June
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster means...[Read More]
End of Financial Year: a time for reflection and new opportunity
12 June
Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin. While for some, it...[Read More]
EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]
Understanding debt recycling – transform bad debt into good debt
15 May
Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]
Take control of your cashflow with expert financial advice
1 May
Imagine feeling completely on top of your finances — knowing your money is working as hard for you as you work for it. A well-managed cashflow could be the key to achieving that feeling. Cashflow simply refers to the money coming in and going...[Read More]
Fraud warning from ‘gold squad’ as price hits new high
30 April
If a gold deal sounds too good to be true, it almost certainly is. As gold reaches the record price of more than $5300 an ounce, the Perth Mint and WA Police are warning buyers of an increase in counterfeit gold. Fake gold bars and coins are being...[Read More]
US Tariffs and the Market Reaction
10 April
WHAT HAPPENED: On 2nd of April 2025, US President Donald Trump announced significant new tariffs, calling it "Liberation Day". A tariff is basically a tax placed on goods coming into a country from overseas. Trump's tariffs range from 10% up to...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Market Update – 31 March 2025 [Video]
31 March
We are experiencing some geo-political tension currently and there is some market uncertainly. It is important to always focus on your long term investment objectives and remain patient with your strategic asset allocation. The...[Read More]
Financial security: four essential steps to protect your future
13 March
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster means...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Property investing: comparing residential with commercial real estate
16 January
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]