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Is big tech about to stumble?
October 7, 2025Wealth Creation
It’s easy to get sucked into the lure of the biggest companies – they’re the most powerful; they’re unstoppable. But history suggests that’s not how these things work. The companies many investors have relied on for their returns in the last few years are the Magnificent 7 (Mag 7). Today, what kind of shape are...Read More
Estate planning
October 7, 2025Estate Planning
How to develop an estate planning strategy to deal with your assets in the event of your death. Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death....Read More
Thinking about retirement
October 7, 2025Retirement Planning
We can help you plan for retirement and meet financial challenges when you’re retired. You may be at a point in your life where you’re thinking about retiring. This could mean you’re reducing your work hours or stopping work completely. There are many things to consider about life in retirement. Some of these things could...Read More
Two mental traps that could be affecting your investing Even the most experienced investors can fall prey to subtle psychological traps. These behavioural biases often operate under the surface, influencing decisions in ways that can undermine long-term investment success. Here are two of the most common behavioural biases that may be affecting your investment results...Read More
Plan for your retirement
September 29, 2025Retirement Planning
Planning to retire means considering the steps and decisions needed to get you to where you want to be. Think ahead to the kind of life you want to live and how you will support yourself when you’re no longer working. Work out how much you need to retire How much you need to retire...Read More
A simple ongoing investment strategy can deliver substantial returns over time Imagine planting a tree that not only grows fruit but also grows more branches, which grow even more fruit. That’s compound interest in motion, which is sometimes referred to as the “eighth wonder of the world”. It’s the financial phenomenon where your money earns...Read More
Money sure can stir up a lot of emotions in relationships. From arguments over who spent too much on takeout to disagreements about saving for a house, finances can be a major stressor for couples. So, let’s dive into why money can be a relationship minefield and how you can navigate those financial trenches with...Read More
How to stay scam safe
September 22, 2025Uncategorized
Take a sec to check Scammers aim to take advantage of weak security and plan on you being distracted with everyday life. To keep yourself safe: Stop – Don’t share your personal information such as your myGov sign in details, Tax File Number (TFN), or bank account details, with anyone unless you trust the person...Read More
Retirement villages and occupancy arrangements
September 15, 2025Retirement Planning
What is a retirement village There are so many options when it comes to moving into a retirement village. Here we explain what some of them are along with the contractual arrangements you may have for each accommodation. A retirement village is accommodation: intended for people who are 55 years or older that may be...Read More
The global rollercoaster ride of United States trade tariffs has now entered its latest phase. President Donald Trump’s April 2 “Liberation Day” announcement placed reciprocal tariffs on all countries. A week later, amid financial market turmoil, these tariffs were paused and replaced by a 10% baseline tariff on most goods. On July 31, however, the...Read More