News

On our news page, you will find the latest financial news, valuable insights and new ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Goals-Based Advice

The Roaring 80s to Today

By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.

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What does a woman want?

By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

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Navigating 2019 Forum

Recently, we hosted our Navigating 2019 Forum where we heard from David Hudson and Dr Michael Drew. The event took place at The Grove in the CBD. Read on for more information, photos and a summary video from the event.

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Changing Perspectives

By John Barton
By changing your perspective and adopting a few key techniques from your personal health management to your personal wealth management, you may come to realise that the two practises aren’t so dissimilar

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Strategies for Retiring in Uncertain Times

By Richard Marsden
After the last decade of economic and asset price growth, it is common for investors to remain optimistic or become complacent and assume the good times will keep rolling...

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Getaway ideas without breaking the bank

By Alec Berry
The Australia Day long weekend is almost upon us, and whether you’re keeping it local or going to Fyre Festival 2.0 (see Netflix if you don’t know what this is), there are always expensive and less expensive ways to travel...

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What do you really want?

By John Barton
I came across some interesting research last week that suggested there is a significant gap between “the goals investors initially think they want and the goals that are truly relevant and important to them.” This gap is caused by goal “blind spots”...

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