Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Updates and perspectives from our team
COVID 19
Our guide to Bear Markets
You would be excused if you thought the global economy was going into economic meltdown from recent media headlines that are plagued with phrases such as ‘bear ...
ATO
Inside the world of Cryptocurrency
Thanks to its ability to rise and fall in value by outrageous amounts each day, by now you have no-doubt heard about the world of cryptocurrency and the ...
Property
Mortgage Lending Forecast for 2022
We’re starting the year with the Oracle lending team unveiling the Mortgage Lending forecast for 2022. We've examined topics such as the housing boom, Banks ...
Investing
Predictions for 2022
We’re starting the new year, by revealing our predictions for 2022, just as we did last year. These predictions are not supposed to represent our base case ...
Investing
Looking back at our 2021 Predictions
At the start of year, the investment team had some fun looking to the year ahead and predicting the future. So, we decided to revisit the Nine predictions from ...
retirement
Preparing for Retirement – it’s about more than just money!
I have always enjoyed road trips with my family. I always plan them carefully –the best route; where our overnight stops will be; if possible, book motels in ...
Budget
Festive Fear to Festive Cheer!
Doesn’t it feel as though this time of year comes around even faster every year now? Realistically, though it is that extra lap around the sun every time, 365 ...
Insurance
She’ll be right… till it’s not
For many, your financial planning journey is about staying on financial track towards your goals (generally for retirement). The majority of my clients reach ...
Superannuation
Your Guidebook to Centrelink Entitlements
Centrelink entitlements in retirement are always nice if you can get them!! The Government entity known as Centrelink can bestow on us many benefits that are ...
Budget
Time in the Market vs Timing in the Market
I have always been fascinated by the way the market fluctuates, whilst I don’t follow it religiously, I keep an eye on the ASX in the afternoon at close, and ...
COVID 19
Investing in a Frothy Market
Navigating the investment universe and finding value in share prices when everything seems expensive or ‘frothy’, can be difficult for individual investors. ...
COVID 19
Why are Infrastructure companies targeted by Super Funds?
In the last few months, the Australian share market has seen several high-profile infrastructure companies either be acquired or receiving bids by large, ...
Budget
Take control of your budget
"A budget is telling your money where to go instead of wondering where it went" Dave Ramsay.