Investing
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether you’re 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 they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re 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. Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[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. 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 doesn’t need to stay. 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]
Missing the bounce? Why market patience matters
27 March
Market volatility can be unsettling, especially when investment portfolios take sudden dips due to unpredictable economic or geopolitical events. Yet, history consistently shows that volatility is a natural part of market cycles, and investors who...[Read More]
Considerations with ESG investments – what you need to know
27 March
Environmental, social, and governance (ESG) investments are becoming more popular as people become increasingly aware of the need to consider how a company is run when making investment decisions. The goal is to generate financial returns while...[Read More]
Staying steady: managing emotions and maintaining focus during market volatility
20 March
Experiencing market volatility can be an emotional rollercoaster for even the most seasoned investors. Feelings of fear, anxiety, and doubt often emerge as markets fluctuate, leading many to question their investment strategies and financial...[Read More]