Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your first home deposit! It’s often viewed as somewhere your employer pays contributions, …
ETFs & ESG – Investing in a Modern World (Or Investing Like the Cool Kids Do)
Building investment portfolios is a core part of what we do as part of the financial/investment planning process. We pride ourselves on the fact that no two client portfolios look the same. That …
Financial Planning in Your 20’s
Each stage of life holds unique financial opportunities for an individual. During your 20s, you have the benefit of time on your side. With professional planning and guidance from an adviser, you can …
Giving Your Children a Head Start in Life
We all want to give our children a head-start in life. Teaching Children the concept of money at a young age will put them in good stead for their financial future. The reason …
Earnings Season – Buyback Bonanza!
A bumper earnings season has seen many major portfolio stalwarts such as Telstra, Woolworths and the major banks announce share buyback schemes. Some of these are on-market, meaning there is no decision making …
State of Play – Buy, Sell or Do Nothing?
It was no Winter of Discontent in 2021, with the ASX200 continuing it’s upward march, rising nearly 5% over the last 3 months. Strong corporate earnings and positive investor sentiment more than offset …
Budget Recap & EOFY Reminder
A couple of weeks ago, the most recent Budget was handed down. It was a very diverse Budget, with many themes. Aged Care, jobs, growth, the economy – the spending is significant! There …
Life Insurance – Why Have My Premiums Gone Up So Much?
One of the most common questions we’ve had from clients this year is about their life insurance. In many cases, their renewal notices are showing increases of 25% to 40%! This is a …
Investing for Retirees – The TINA Effect
I love a good acronym and wish I could claim responsibility for this one. After hearing it to describe investing in the current climate, I researched the term ‘TINA’ only to find it …
State of Play – Sell In May and Go Away!
This old adage is well known in sharemarket circles. It is said that this centuries-old phrase reflected investment professional’s views that the peak of the annual price cycle occurred in May, and that …