Media
Money & Life Issues facing Australians in 2021
In August and September 2021, the FPA again surveyed 2,005 Australians to discover how the COVID-19 pandemic and consequent economic lockdowns had affected their work, income, financial habits and outlook.
13 worst performing superannuation funds – what does this mean for YOU?
The Australian Prudential Regulation Authority (APRA) recently released a report on the assessment of 76 MySuper products. This report compared all 76 superannuation products against each other, taking into account Read more…
Podcast of the Month
MIT’s Age Lab’s Joseph Coughlin was recently interviewed by the US postal service (UPS) recently. Joseph Coughlin is a leading expert around ageing and retirement as well as the Read more…
The Price of Success
On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…
Meet the Team – Donna Martin
We continue our Meet the Team series with an informal question and answer session with adviser Donna Martin. As a mother of two, Donna is passionate about ensuring that Read more…
Meet the Team – Anna Thom
We continue our Meet the Team series with an informal question and answer session with Anna Thom. Anna is a member of our Client Services team since 2017 and Read more…
Q & A Series – Meet the Team – Jarrod Lynch
We continue our Meet the Team series with an informal question and answer session with Jarrod Lynch. Jarrod is a member of our Client Services team since May 2016 and Read more…
Video: The Myth of Forecasting Markets
Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…
Q & A Series – Meet the Team – Adviser Mark Hardick
We continue our Meet the Team series with an informal question and answer session with Mark Hardick. Mark has substantial experience in the financial industry, and holds a genuine interest Read more…
The Science of Retirement
Retirement is often envisioned as a bed of roses. All the hard working years are over, and now it’s time to put up your feet and relax. That’s what the Read more…
Grandparents (or Parents) investing for children – Tips
Grandparents and Parents often ask about how they go about investing money into shares for their kids or grandchildren. The tax implication of setting up ownership of these shares can Read more…
Retiring Right: how to navigate life after leaving the workforce
Retirement is referred to as the golden years, most of look forward to the day when we can hang up our work boots but for some people it can be Read more…
Downsizing Dilemma: Should you stay or go?
When you hit retirement and the kids have long flown the nest, many people consider moving to a smaller home, it’s a pretty big decision and you don’t want to Read more…
A new approach | FS Advice Cover Story
Kerry Sydee speaks with our very own David Reed in the cover story of the latest edition of FS Advice (Volume 11, Issue 02). Read what David has to say about the Read more…
David Reed talks Retirement with 2GB’s Chris Smith
David Reed talks Retirement Planning with 2GB’s Chris Smith David suggests “Know what you are retiring to not just what you are retiring from”. Did you know – “The suicide Read more…
