Investment

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]

Reflecting on 2024

5 January

The 2024 calendar year provided favourable returns in most sectors of the market. This short video provides a brief review of various indexes with Australia, United State and average global sharemarket returns. Sending best...[Read More]

Best ways to finance your renovation

5 December

Considering a renovation? You’re not alone! Home renovations are a popular way to enhance your living space, boost property value, or adapt to life changes. However, financing such projects can take time and effort. Here’s a guide to some of...[Read More]

Market Update 2 December 2024 [Video]

2 December

The 2024 calendar year has been a very good year for investment markets - with most market sectors showing attractive gains. This short video provides an update. Please note this is general information only. If you have any questions or...[Read More]

Some tips to help grow your superannuation

31 October

Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]

Australian investment eyed for Peruvian mining pipeline

30 October

Peru is looking to Australian companies for hundreds of millions of dollars for critical mineral investment with 51 projects having a combined $US55 billion revenue potential in the pipeline to 2035. Peru’s Energy Minister Romulo Mucho says China...[Read More]

Unlocking Financial Freedom: The Power of Early Saving and Investing

5 September

Starting to save and invest as early as possible is one of the most effective strategies for building long-term wealth and financial security. The key is to consistently set aside even small amounts of money and invest them wisely, allowing you to...[Read More]

Market Update – 2 September 2024 [Video]

2 September

Inflation is lingering above the target range for the RBA - and may defer the opportunity for the RBA to reduce interest rates. The US sharemarket continues trending upwards - influenced by returns from large global technology...[Read More]

Crafting a Happy Retirement: Personalised Planning and Essential Tips for a Fulfilling Future

15 August

A happy retirement is a deeply personal and varied concept, reflecting the diverse aspirations, values, and lifestyle preferences of individuals. For some, retirement might mean the freedom to travel the world and explore new cultures and...[Read More]

Understanding debt recycling