In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.
By Rachel Barlow
This article is the first instalment of a series we have developed on investment fundamentals which we will continue to build out over the coming weeks and months. The issues may be big or small, but ones we consider relevant for everyone, young or old, wealthy or aspiring to be so.
Read more ▻
By John Barton
When it comes to raising kids, there’s not much that’s as important as ensuring they receive a good education. So, whether you’re thinking about your children or your grandchildren, ensuring you’ve thought ahead – particularly in relation to who you intend to pay for the inevitable costs – is paramount.
Read more ▻
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.
Read more ▻
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).
Read more ▻
By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.
Read more ▻
By John Barton
It wasn’t that long ago that most us considered religion, money, sex, politics and death pretty much off-limits when it came to polite conversation. They were no-go topics almost everywhere. Today, most of us talk fairly openly about all these subjects – all bar one that is. The exception for most of us is money!
Read more ▻
By Alec Berry
The investment return outlook is relatively subdued for the next five years following a strong post-GFC rally. This means that now might be an ideal time to take advantage of alternative strategies available to you. So, before diving into 2018 and investing in riskier investments in the hope of gaining those higher returns, now is a good time to consider what other options you have on the table.
Read more ▻
By Stephen Furness
For the past few months, Bitcoin has been the word playing on everyone’s lips. Despite being around for several years now, it has exploded in popularity across the globe. It seems to be everywhere – in the media, on blogs, creeping into everyday conversations. But what is it exactly and is it worth all the hype?
Read more ▻
By Andrew Albury
Life expectancies are increasing. Interest rates are sitting at historic lows, and look like they’ll stay there for some time yet. Many retirees rely on investment income to fund their retirement years. However, the current low return environment means retirement savings have to stretch further than ever before and the income provided by today’s low yields may not be enough. So how much is enough?
Read more ▻