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Index funds continue to outperform the majority of active managers over time, but a blend of passive and active funds can be a powerful combination. The Australian share market ended 2022 lower than where it started the year, and in between it was a bumpy ride for investors. Over 251 trading days, the S&P/ASX 200...Read More
Buying your first investment property can be a bold step towards a more prosperous and secure future. But it also poses risks. The Successful Investor’s Michael Sloan outlines five strategies to help you take the right path. My 5 essential investment property tips 1. Equity Most people use the equity from their home to help...Read More
Understand the insurance claims process
April 17, 2023Insurance
It's easier to make a claim on your life insurance if you gather the right information for your insurer. Who to contact to make a claim To make a claim on your insurance, speak to the person or company you bought the policy from. If you bought insurance through: an insurer — contact the insurance...Read More
Staying active and connected can sometimes have its challenges, depending on where you live, but here are some tips to help keep your physical and mental wellbeing in check. When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that you can turn into everyday habits....Read More
Sustainable investing on the rise
April 12, 2023Wealth Creation
Sustainable investing is not new, but in recent years it’s moved from the green fringes into the mainstream. From climate change to animal rights and gender diversity, more people are interested in aligning their money with their values. Last year alone, Australia’s sustainable investment market increased 20 per cent to a record $1.5 trillion. According...Read More
If money’s too tight to mention, here’s some small steps that can make a big difference in achieving your financial goals. How would you rate your level of financial wellness? Do you think you’re in a good position to meet your immediate and near-term financial obligations? What about your long-term goals? They’re tough questions, asked...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
Income protection insurance
March 27, 2023Insurance
Income protection insurance pays part of your lost income if you're unable to work because of a disability caused by illness or injury. It can help pay the bills so you can focus on getting better. What income protection insurance covers If you're unable to work due to partial or total disability, income protection insurance...Read More
Sowing the seeds of succession
March 27, 2023Estate Planning
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods. And that’s why it is even more important to plan early and get it right when you are on the land. You are not just dealing with a business, but...Read More
Why superannuation fund fees matter
March 20, 2023Superannuation
The fees you pay on your super could have a material impact on how you retire, which is why it's important to understand how they work. A quick internet search of the term “super fees” turned up other questions people ask, including “what fees are charged on superannuation?”, “do all super (funds) have fees?” and...Read More