It’s a sad but unavoidable fact: one day we are all going to die. You will most likely have clear ideas as to how you would like your hard-earned wealth – your ‘estate’ – to be divided amongst your loved ones or other beneficiaries. However, estate planning is a complex area of law and basic […]

A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years were aged 18 to 24. These young Australians were found to be knowledge seekers, keen to take on life and begin their journey towards financial security. If this describes you, congratulations! You get it, you really […]

It’s the most common story financial professionals hear. Unfortunately, too many people fail to set aside emergency savings to see them through life’s hiccups. So when the inevitable happens, and an unexpected bill arrives, they are put under pressure to find the funds to pay it. In turn, this leads to maxed out credit cards […]

The next generation of investors are here and they’re keen to take on life and begin their journey toward financial security. This article explores several proven tips for laying the foundation for a wealthy future.   A study conducted by the Australian Stock Exchange reported that nearly 25% of investors over the past two years […]

Having looked forward to retirement for years, it was difficult to accept that two people who had spent decades living happily together could spend so much of their time arguing over money. “Enough,” I cried in frustration. “We need help from someone who can tell us just how much you can spend on a new […]

Financial scams are on the rise with thousands of people falling victim every year. This article discusses the many different types of scams to be aware of and what to do if you think you have become a victim. In 2020 Australians reported over 7,000 investment scams to Scamwatch, well up on the 5,000 reported […]

Quarterly Economic Update April – June 2021 With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter. Employment surprise JobKeeper was a cornerstone of […]

So, you want to invest into mining companies because you’ve heard that lithium is the “next big thing”. But, with a myriad of options, where do you begin? This article (including a case study) explores how Electronic Traded Funds or ETFs are evolving so that investors can allocate their money into specific investment themes and […]

As we steadily move towards a cashless society, technology such as “tap and go” has meant that Australian households are one of the most in debt in the world. This article discusses five easy ways to reign in your debt and get your savings goals back on track. Prior to COVID, we were steadily moving […]

Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income, or you’re on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time. Read this article to finish this financial year on the right foot. The end of another […]