News & Articles

Keep up to date with the latest financial news
and information from our experts

December 2024 – Market Movements & Economic Review
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December 2024 – Market Movements & Economic Review

Stay up to date with what's happened in the Australian economy and markets over the past month. While headline inflation...
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Is a retirement village right for you?
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Is a retirement village right for you?

The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in...
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Summer 2024
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Summer 2024

Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take...
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November 2024
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November 2024

It’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays,...
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Super vs Property – What works for retirement income?
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Super vs Property – What works for retirement income?

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end...
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RBA Update – Interest Rates are on Hold
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RBA Update – Interest Rates are on Hold

At its latest meeting, the Reserve Bank Board announced it was leaving the cash rate at 4.35 per cent. Please click...
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October 2024
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October 2024

It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail...
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Estate Planning gives you final say
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Estate Planning gives you final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care...
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September 2024
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September 2024

Welcome to spring, a season that might be motivational for personal, business and financial renewal. We hope you enjoy the...
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Spring 2024
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Spring 2024

Welcome to Spring, a season that might be motivational for personal, business and financial renewal. We hope you enjoy the...
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August 2024
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August 2024

Most of us have been experiencing unexpectedly cold temperatures and high rainfall lately but the good news is that spring...
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Investing Cycles – Lessons from the Magnificent 7
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Investing Cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing...
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July 2024
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July 2024

With the shortest day behind us, the longer days ahead will give us a chance to enjoy the outdoors, even...
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Going for Gold
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Going for Gold

Gold fever is in the air and it’s not just the prospect of medals at the upcoming Paris Olympics. Gold...
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Market Movements & Economic Review – May 2024
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Market Movements & Economic Review – May 2024

Stay up to date with what's happened in markets and the Australian economy over the past month. The run of...
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How to end the Financial Year on a High Note
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How to end the Financial Year on a High Note

As the financial year draws to a close, it's the perfect time to review your financial affairs and set the...
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Winter 2024
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Winter 2024

With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields...
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Understanding the NEW $3 million Superannuation Tax
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Understanding the NEW $3 million Superannuation Tax

The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should...
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Market Movements & Economic Review – May 2024
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Market Movements & Economic Review – May 2024

Stay up to date with what's happened in markets and the Australian economy over the past month. As eyes turn...
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2024-2025 Federal Budget Analysis
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2024-2025 Federal Budget Analysis

Click here to download this article as a PDFDownload What does the Federal Budget mean for me? Treasurer Jim Chalmers...
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