News - Shares & Investments

Future & Past

New Beginnings

While divorce carries a heavy emotional burden at any age, the financial stakes for older divorcees can be greater, and the...

South African Lion

State of Play – Omicron Musings

Volatility is back! After a relatively tame quarter, Omicron threatens to turn the market calmness on it’s head. The seasons roll around...

Caravan Retirees

How Much Do You Need To Retire!

If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left...

First Home Owners

Optimising Superannuation While You’re Young

Superannuation isn’t just limited to saving for retirement. Through making extra contributions, your super can even help you save for your...

Whiskey & Spirits Investing

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...

Music Festival

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...

Children's Savings Jar

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...

Corporate Skyline

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...

Shoe Shine Stock Market Advice

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...

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...

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...

Is This Your First Appointment?

Most of our clients are referred by existing clients. We are incredibly pleased that they happily pass on our details. Many...

 

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