Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Budget
Tips to get you ready for tax time
With the financial year almost upon us, it’s a good time to start thinking about preparing your tax. We’ve put together some helpful tax tips, that you should ...
Investing
Breaking down the online retailers landscape
A few weeks ago, I tweeted the following in a discussion on Kogan, the pure online retailer who had provided a weak update to the market as the tailwinds ...
retirement
An annuity is a guaranteed retirement income
If you want a fixed income in retirement, an annuity could be for you. Annuities are an increasingly appealing option for many Australian’s approaching their ...
retirement
Hire a financial adviser or an accountant?
When it comes to getting professional financial advice, it can be often confusing whether you should hire an accountant or financial adviser?
Superannuation
5 super strategies for this EOFY
Many people refer to super as something they’ll think about when they get close to retirement. But, by then it’s too late. Your super is likely to be your ...
Investing
Tencent the Most Underrated Investor in the World
When we think of great investors, many people think of the Warren Buffet’s and Ray Dalio’s of the world. While others focus on great investments for instance ...
Property
What is the best type of investment for you?
Do you have some cash in a savings account and you’re looking to grow it more effectively? It may be worthwhile looking into investing it elsewhere. The best ...
Superannuation
Estate planning explained
Estate planning is much more than just a will, its about planning for what happens to your assets and affairs after you die. As well as who takes care of your ...
Investing
CBA BNPL Take II
A few months ago, I wrote about Commonwealth Bank and NAB half-heartedly throwing their hat into the BNPL ring with new instalment credit cards. These new ...
Superannuation
SMSF vs Retail super fund
When it comes to super, it can be a hard choice between which fund you should go with, do you change funds, or should you start your own SMSF?
Investing
What Appened?
It has been a wild year for Emerging Companies Portfolio stock Appen, with the artificial intelligence tech enabler seeing its share price plummet below $20 ...
Financial Planning
Teach kids the value of money
Teaching your kids, the value of money is one of most value lessons you can teach your children. Start early by explaining to them where money comes from, how ...
Financial Planning
Tips for paying off Debt faster
Over the past three decades, Australian household debt has experienced a steady increase, attributed to a higher rate of home ownership and continued reliance ...