Media
Buying Shares for Kids: a Gift that Keeps on Giving
Many parents and grandparents worry about how to help the children in their lives achieve financial independence. But the value of long-term investment can seem like a dry and complicated Read more…
The 60/40 Portfolio: Down but Not Out
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds(*1) have been especially surprising, leading some investors to question whether the Read more…
A Guide to Aged Care at Home
As we get older, most of us want to remain independent and in our own home for as long as possible. But this can be challenging without some help with Read more…
Six tips for the end of the financial year
June 30 is around the corner, which means it’s time to start thinking about your tax return. Read on to discover six tips for the end of the financial year and how Read more…
Federal Budget – The Impact for Families and Wealth Accumulators
We have summarised the key features of the 2016-2017 Federal Budget for Families and Wealth Accumulators. Please click here to read more > Budget – Families & Wealth Accumulators If Read more…
Federal Budget 2016 – The Impact for Retirees and Pre-Retirees
We have summarised the key features of the Federal Budget 2016 – The Impact for Retirees and Pre-Retirees to review. Please click here to read more > Pre and Post Read more…
Retirement Advice Glossary
Click on the following link to give you access to a quick reference guide to a range of superannuation and financial terminology. This Retirement Advice Glossary has been produced to Read more…
Federal Budget 2015 – Retirees Summary
The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: * Wealthier retirees Read more…
The Power of Markets: Evidence Based Investing
For our superannuation and pension portfolios, our philosophy is utilise an evidence-based philosophy when investing. This includes the Stockmarkets. There is a lot of hysteria and media hype about how Read more…
Retirement Success
Retirement specialist, Dr Richard Johnson, summarises that retirement success is reliant upon more than a financial calculator alone. We adopt a similar philosophy with our retirement advice service. In this Read more…
Modern Estate Planning
Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the Read more…
Do It Yourself Investing
In today’s digital age, gaining access to information is easy. As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone Read more…
