Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesnât need to stay.
People have become...[Read More]
Teaching kids about money at different stages in their lives
12 June
Itâs every parentâs dream to secure their childrenâs future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest.
Through financial education,...[Read More]
EOFY super and tax strategies: is it too late? What you can still do â and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, itâs not too late. With some focused action in the final month and a proactive start...[Read More]
Whatâs your âbig pictureâ ?
29 May
Even as children, people create this big picture in their minds â a reflection of how they envision their life to be. Whether your big picture is similar to whatâs called the Australian Dream (home ownership as the key to a better life) or...[Read More]
Navigating market volatility: smart tips for long-term investors
22 May
Ever considered that share market volatility could actually be a good thing?
It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normalâand often necessaryâpart of...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, itâs a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.Â
Whether youâre looking to grow your superannuation,...[Read More]
Unlocking the Value of Your Home Loan: The Importance of Refinancing
8 May
For many, a home loan is one of the largest financial commitments theyâll ever make. Yet, itâs not something most people revisit often enough. Whether youâre paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]
Navigating a career change with financial confidence
1 May
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.Â
Whether youâre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
Fraud warning from âgold squadâ as price hits new high
30 April
If a gold deal sounds too good to be true, it almost certainly is.
As gold reaches the record price of more than $5300 an ounce, the Perth Mint and WA Police are warning buyers of an increase in counterfeit gold.
Fake gold bars and coins are being...[Read More]
Saving for the future: building financial security
24 April
In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]
Investing can be a roller coaster: 3 tips for riding the ups and downs
17 April
Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy.Â
Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]
What does ethical investing mean and how does it relate to ESG investing?
10 April
Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesnât need to stay.
Â
People have become...[Read More]
The difference between bananas, stocks and bonds
10 April
In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]
Managing debt: a strategic approach to financial freedom
3 April
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
A glass half full approach to wellbeing: five signs youâre doing better than you think
20 March
Wellbeing isnât just about feeling happy all the timeâitâs about developing resilience, security, and a positive outlook on life. A âglass half fullâ approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
