Latest Articles
Latest News
Weighing up cash deposits
April 17, 2023Financial Planning
Cash in a deposit account doesn't necessarily equate to safety. That's why many investors are shifting to fixed interest securities. By any measurement, $2.8 trillion is a lot of money. Expressed another way, it’s $2,800 billion. And it’s also the amount of money – according to Australian Prudential Regulation Authority data from January 2023 –...Read More
What is portfolio rebalancing?
April 3, 2023Financial Planning
Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. A portfolio’s asset allocation reflects an investor’s goals and temperament—the need for return as well as the ability to withstand market turbulence. Over time, market fluctuations can affect your asset allocation weightings...Read More
The coming twelve months are shaping as another landmark year for the energy industry in Australia as the country wrestles with continuing volatility in electricity prices driven primarily by the ongoing war in the Ukraine and its impact on feedstock prices such as gas and coal. Among the significant events that will mark 2023 are...Read More
Money challenges women face
March 6, 2023Financial Planning
Knowledge is power. Financial knowledge is particularly powerful when it comes to securing your future. Women and men alike can benefit from acquiring financial knowledge and skills. But when it comes to money, women face unique challenges. The last few years have seen the spotlight shining brightly on women’s issues globally with calls for political...Read More
How to prepare financially for starting a family
February 20, 2023Financial Planning
Starting a family is an exciting time but it can also be an expensive one. Starting a family is exciting, but it can also mean big changes to your lifestyle and your finances. As expecting parents, it’s natural that you may have a lot of questions around family finance planning, or how to manage work...Read More
Can you teach your kids to defer gratification?
February 13, 2023Financial Planning
When it comes to teaching kids about healthy money habits, there are few lessons more important than being able to defer gratification. By helping kids learn to put off what they want right now and save instead, they’ll be better equipped with the skills to be financially secure adults. While it is possible to help...Read More
How much money you're able to invest each year is one of the biggest factors in achieving your financial goals.And the longer you're invested, the more time your money has to compound and grow. Inflation is up and markets are down. What does this mean for you? Entering the world of investing can be intimidating,...Read More
Stepping stones to reach your goals
January 23, 2023Financial Planning
The calendar turns over to a fresh, brand new year, full of promise, so how do we keep those promises we make to ourselves and get to the end of the year with our resolutions intact and goals realised? We all start out with good intentions when we set our objectives for the year to...Read More
Find out what ESG investing is and how it works. So you can choose investments that match your goals and values. What ESG means ESG investing is when a fund considers sustainability (including environmental, social and governance factors) to inform their investment strategy. There is a growing demand for ESG investing, also known as sustainable...Read More
Volatility is here to stay
January 9, 2023Financial Planning
Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings. If there was to be a single investing lesson that emerged from the events of the last two years, it is that...Read More