Investing
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]
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]
The advantages and disadvantages of buying off the plan
13 March
Buying property off the plan offers numerous benefits, but it also comes with some challenges. This guide will explore the advantages and disadvantages to help you make an informed decision.  Advantages of Buying Off the Plan More Customisation...[Read More]
Building wealth with investment properties: the right strategy and insurance for success
6 March
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Investing in real estate and the top 5 questions to ask your tenant
20 February
Real estate has long been a popular investment strategy due to its potential for steady cash flow, appreciation, and tax advantages. Whether youâre purchasing residential properties, commercial spaces, or vacation rentals, real estate offers...[Read More]
Top 5 ways to add value to your home (and Top 5 ways to over-capitalise)
13 February
When it comes to increasing your homeâs value, smart investments can yield significant returns, whether youâre preparing to sell or simply enhancing your living space. However, not every renovation or improvement guarantees a positive return....[Read More]
The legal issues most people face and the importance of seeking advice
23 January
Legal issues are an inevitable part of life. Whether youâre dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope â a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While itâs also...[Read More]
Achieving your big picture
19 December
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]
Rethinking wealth: beyond money
12 December
In todayâs society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
The importance of seeking advice from your insurance adviser
5 December
Business insurance is more than a protective bufferâit is a critical long-term strategic decision that directly influences the sustainability and success of a business. The potential loss of productive assets such as premises, machinery, stock,...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
New thinking about the concept of being wealthy
14 November
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]
Children teaching their parents about investing
24 October
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm â...[Read More]