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If you're a parent considering helping your child buy their first home, you're not alone. With property prices continuing to rise and the cost of living putting pressure on savings, many young Australians are finding it tough to crack the property market. The good...

Helping your children financially is something many parents aspire to, especially when it comes to big milestones like buying a first home or starting a family. But knowing how to provide support in a way that’s both meaningful and sustainable can be challenging. From...

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent over the past decade, according to a report by JBWere. i This figure is expected to grow rapidly over the next 20 years, reaching $5.4 trillion, highlighting the scale of the...

In May, we hosted our latest Client Seminars in Sydney, Melbourne, and Rockhampton, bringing together clients for timely updates on the current investment landscape and insights into our partnership with JANA. All three events were well attended by engaged clients and...

With the federal election now behind us and another financial year drawing to a close, it’s the perfect time to reflect on all you’ve achieved over the past 12 months and prepare for a fresh start in the financial year ahead. During May, while market volatility...

Unlike shares, bonds are not usually the flashy upstarts of the investment world, with every move reported in the media. But the Trump Administration’s extraordinary reshaping of global trade—marked by on-again, off-again tariffs of eye-watering proportions—thrust...

April was marked by economic uncertainty and global trade tensions, which led to market declines and volatility. These factors are expected to influence the Reserve Bank of Australia’s (RBA) cash rate decisions, alongside the recent decline in core inflation within...

Much of the 2025 Federal Budget was already known, following a volley of pre-election spruiking for votes. However, Treasurer Jim Chalmers had one surprise up his sleeve—$17 billion in tax cuts. The first round of cuts will take effect on 1 July 2026, with the second...

As we say goodbye to the heat of summer, we can look forward to enjoying the cooler days ahead. Along with the drop in temperature, the RBA brought much relief to mortgage holders by cutting the cash rate by 25 basis points in February. The cash rate is now sitting at...

The recent holiday period and gift-giving has left many of us a little short of cash, so it can be comforting to learn that billions of dollars in unclaimed money are being held by various government agencies, just waiting to be claimed by their rightful owners The...

As we welcome the new year, it's the perfect time to reflect on our financial goals and explore essential financial tips for the new year to ensure we're on the right track. This article is not only a timely reminder for you but also a valuable guide to share with...

As a small business owner, you may find it difficult to justify taking time off. After all, your business demands constant attention, and you might worry about what will happen if you step away. However, taking a break and recharging for success can be one of the most...