Financial Advice - News & Articles

General

Quarterly Economic Update: July – September 2025

The September quarter has been one of cautious optimism. Inflation appears to be finally cooling, central banks are holding steady, and investors are ...

Oct

Retirement

Should You Downsize to Boost Your Super – Pros, Cons, and Tax Implications

The idea of downsizing can be very appealing to empty-nesters. There will be less cleaning, gardening and maintenance, more time for hobbies and trave...

Sep

Financial Planning

Debt: The Good, the Bad and the Ugly

The opinion of many people towards debt can be best summed up in the often quoted line from Shakespeare, ‘neither a borrower nor a lender be.’ Yet...

Sep

Financial Planning

Smart Ways to Use Your Tax Refund This Year

You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refun...

Aug

Happy big family, park picnic and love bonding, happiness and joy for reunion together smile in outdoor nature. Elderly Grandparents, mother and dad playing outside with excited girl children or kids

Financial Planning

Estate Planning for Blended Families – Proceed with Care

Estate planning can be difficult and stressful, but for blended families there’s an added overlay of complexity. According to the community demograp...

Aug

Financial Planning

Is Your Financial Strategy Still Working for You?

A financial strategy isn’t something you should set and forget. Life moves, circumstances change, the economy shifts, and what once worked may not b...

Jul

Investing

The World Is Your Market: Invest Like It

Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resil...

Jul

General

Quarterly Economic Update: April – June 2025

The June quarter of 2025 has been a rollercoaster for the financial markets. Investors and policymakers had to deal with a mix of good news and bad �...

Jun

Financial Planning

Set Your Wealth Goals and Take Action

What does financial success mean to you? Is it tied to achieving lifestyle goals like caravaning around Australia or pursuing a hobby? Perhaps you hav...