The importance of financial advice in living a lifestyle of choice

6 February

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a...[Read More]

Guiding adult children to contribute at home – fostering responsibility and independence

6 February

Many parents face the question of when their adult children living at home should start paying board and contributing to household expenses and chores as they transition into adulthood.  The question of when and how much to charge, as well as the...[Read More]

What is ethical investing & how does it relate to ESG investing?

6 February

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]

Exploring and acting on your interests can open doors you never imagined

6 February

Starting something new is an exhilarating yet daunting experience. Whether it’s pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[Read More]

Oliver’s insights – More Trump tariffs (and deals) – implications for investors and Australia

6 February

Key points US President Trump has announced tariffs on Canada, Mexico and China and is threatening more tariffs. The one-month delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty with more tariffs likely means...[Read More]

Big bank clips rates as RBA mulls next move

6 February

NAB has become the first big bank to reduce fixed-interest mortgage rates in 2025, as expectations of an impending Reserve Bank rate cut remain high, despite surprisingly strong retail spending. Rate tracking by comparison site Canstar shows NAB...[Read More]

Musk-like efficiency role ‘strange’ call for Australia

6 February

Australia has a red tape problem and even the boss of the corporate watchdog acknowledges it. But introducing an Elon Musk-style Minister for Deregulation is a “strange” way to go about it, Jim Chalmers says. The treasurer was responding to a...[Read More]

Future Fund smashes growth target, eyes new investments

6 February

Investments in toll roads and student housing added a hefty $26 billion to Australia’s sovereign wealth in 2024. The 12.2 per cent return on The Future Fund was well in excess of the 6.4 per cent mandated target and brings the 10-year return to...[Read More]

Aussie households forecast to weather Trump tariffs

5 February

Local households aren’t expected to feel much impact from Donald Trump’s burgeoning trade wars, unless the US president decides to turn his sights on Australia for another round of tariffs. Mr Trump has announced a 25 per cent tariff on products...[Read More]

The $239b Aussie industry smashing investment records

5 February

Australian investors are piling into exchange-traded funds, an innovative financial instrument that offers easy exposure to a range of assets from around the world. Australia’s ETF industry attracted a record net $30.8 billion in new investments...[Read More]

Curtain call: basic energy upgrades may save households

5 February

Australian households could knock more than $1500 off their energy bills with some basic home upgrades – and almost twice as much by investing in renewable energy technology. But the potential savings identified in a study – which add up to more...[Read More]

Market volatility: why time in the market matters more than timing the market

30 January

Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment.  While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]

Understanding estate planning and key legal tools: why legal advice is essential

30 January

Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.  It goes beyond simply writing a will; it involves making key decisions about property...[Read More]

Interest rate cut hopes rise on soft inflation print

30 January

Interest rate relief could be around the corner after underlying inflation came in below expectations. Core inflation fell to 3.2 per cent in the year to December, opening the door for the Reserve Bank of Australia to cut the cash rate at its next...[Read More]

Chalmers buoyant about 2025, ahead of inflation data

30 January

Mortgage holders can be more optimistic about the upcoming 12 months than in previous years, the treasurer says, ahead of crucial inflation data being released. While he declined to speculate on whether the Reserve Bank will cut interest rates at...[Read More]