Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Financial Planning
Returning to a new normal
Since the beginning of Covid-19 we have seen a significant shift in the wallet share of consumer spending. The global consumer has been stuck at home or moving ...
Superannuation
How to be financially smart
Regardless of the effects of COVID-19 on you and your family, the pandemic will likely continue to affect households across Australia for years to come. Having ...
Financial Planning
Why hire a financial adviser?
One of the most common questions a financial advisor is asked, “why should I hire you when I could manage my own financial affairs?”. It is a very ...
Investing
Big banks contest the BNPL market
The big banks have thrown their hat in the ring in the buy now pay later (BNPL) market contest. With some products that look a lot like a credit card but work ...
Insurance
Prepare for the unexpected!
No one likes to think that something might happen to our health or our family’s health. The consequences are too significant. But it is always best to be ...
Investing
Thinking incrementally
We have broken down one of the core metrics used in financial analysis, return on equity (ROE) which measures the profit generated on the capital inserted into ...
Budget
How to budget & save
Budgeting is an essential tool to help manage your personal cash flow. If you find you are spending more than you earn, then a budget will help you to review ...
Superannuation
Types of investments and how they work
Investing can be intimidating to a lot of people. There are so many different options to choose from and it can be hard to figure which is right fit for you. ...
Superannuation
How much super do I need to retire?
Everyone has a different idea of what their retirement might look like. How much money you will need really depends on many things, but the first thing you ...
Investing
Sub-prime lending – the graveyard of the ASX
Last Friday, FlexiGroup and Prospa Group released trading updates to the ASX along with expected provisions they will take against their loan books as the ...
Investing
Will shareholders get lucky with Clover Corporation?
Clover Corporation (CLV) is a recent addition to the Oracle Emerging Companies portfolio as a “picks and shovels” play on the booming premium infant formula ...
Investing
Beware false profits!
There is a saying “revenue is vanity, profit is sanity, cash is reality” which like most good quotes has seen the author lost to time. At its core, this quote ...
Investing
What has been priced into Webjet’s recovery?
After an amazing rally over the last two days, Webjet is currently trading at $4.50 as I type this. While at first glance this is still over 50% below where ...