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Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wiselyAustralia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Australians receive an inheritance, taking time to develop a clear plan...Read More
In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, it can feel as though some form of...Read More
Picking an investment strategy depends on your life stage, income needs and tax factorsWhen considering a strategy for investing in shares, a good question to consider is do you prefer generating steady income, or pursuing long-term growth? Your answer will more than likely determine whether you focus on dividends or growth, two different approaches that...Read More
As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most of this window can play a crucial role in building long term financial security. The mid-career phase is a critical opportunity for women to get their financial house in order and build their long-term financial...Read More
What’s your risk profile?
July 6, 2026Financial Planning
Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape how your money is invested and whether you’ll feel comfortable staying the course when markets rise and fall. How much risk can you tolerate?Your attitude to risk is one of the most important factors to...Read More
Property booms and market swings shape the case for property and shares Hot property markets and volatile share markets add extra intrigue as investors weigh up whether to put their money into property or equities. But the decision could come down to a few key considerations. Which is the better investment – property or shares?...Read More
Get prepared for June 30
June 1, 2026Financial Planning
Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may have shifted and your risk tolerance...Read More
Five easy ways to get more into your super fund before the end of the financial year With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount of extra money into your super account before...Read More
Investors can employ diversification strategies beyond just asset allocation The concept of diversification, not putting all your eggs in one basket, as a means of reducing risk has been an enduring investment concept. But investors and the financial advice industry often focus solely on diversification across asset classes within a portfolio. It’s important to broaden...Read More
There’s a particular kind of unease that creeps in when market headlines start mixing geopolitics with talk of oil prices and recessions. That feeling has been hard to avoid, as the escalating war in the Middle East spooked global markets and brought fresh uncertainty to an already fragile economic landscape. For investors, watching so many...Read More