Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
Super
Estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times particularly when a family member dies. A good estate plan can help to ...
Tax Return
Rental investor? How to get your tax return right
With the Treasury estimating the government misses out on billions in potential tax revenue from rental property deductions and the ATO recently warning extra ...
Superannuation
How a super re-contribution strategy could improve your tax position
Withdrawing part of your superannuation fund balance and then paying it back into the account, known as a recontribution strategy, may sound a little strange ...
Property
A positive property outlook for some
Residential property investors have been on a wild ride in recent years as prices slumped during the pandemic and then quickly skyrocketed before losing ground ...
Financial Planning
The 1% rule | Tiny changes add up to a BIG difference
Personal transformation can be challenging.
Investing
Market Update October 2023 | Oracle Advisory Group
2023 continues to surprise. In the closing days of 2022, one of the most difficult years for markets on record, there was nothing but pessimism. In August, I ...
Investing
How the Aussie dollar moves your investments
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for your investment portfolio. ...
retirement
Should I buy insurance through my super?
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may affect your family’s financial ...
Financial Planning
What you need to know about debt consolidation
Rising levels of debt and finding ways to manage it is a concern for many. For some, it’s aiming to improve their credit score when applying for a mortgage or ...
Property
Quarterly Property Market Update
In our latest property market update - Australia’s housing recovery gains momentum in August 2023.
Investing
WEST meets (FAR) EAST – the stock market of the rising sun
While many investors and fund managers are particularly fond of discussing (and investing in) American stocks, the Japanese stock market is almost completely ...
Topical
Automotive industry sparking up with electric vehicles
With electric vehicles fast overtaking petrol-driven cars in sales in Australia, what are the considerations for the industry, the environment, and consumers? ...
Property
Is your mortgage still working for you?
A mortgage is a long-term commitment, one in which many people enter with a ‘set and forget’ mentality. Most loans are around 30 years – a long time in which ...