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On Wednesday, 27 November 2024, we hosted two sessions focused on Living Through Retirement at our Sydney Offices. Both sessions provided attendees with valuable insights into the complexities of retirement planning and a conversation around the financial strategies...

Welcome to summer—a season of activity, last-minute tasks, and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! While headline inflation eased to 2.8% in the September quarter, the Reserve...

It’s the last month of spring, and with summer on the way, many people are preparing for Christmas and the holiday period. At its latest meeting, the Reserve Bank of Australia (RBA) left interest rates unchanged at 4.35%, citing persistently high underlying inflation...

As parents, one of the most valuable legacies you can leave your children is the gift of financial literacy. Providing practical, tailored advice can set your children on a path to financial stability and success. Sharing financial tips for your adult children can...

It’s October, and as spring delivers a bracing mix of weather events—from rain and wind to snow and hail in some parts—we’re looking forward to the longer, warmer days ahead. Interest rate speculation is rife after the Reserve Bank of Australia (RBA) kept rates on...

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess in the future. Your will gives you a say in how you want your possessions and...

Welcome to spring, a season that can inspire personal, business, and financial renewal. We hope you enjoy the sunshine and warmer weather. Global stock markets—including the ASX—largely stabilised by the end of August after a turbulent month. It was a rocky start,...

We recently hosted our first in-person Investment Seminars at our Sydney offices, and we are pleased to share that the events were a resounding success. The feedback from our clients has been overwhelmingly positive, with many highlighting the value they gained from...

Many of us have been experiencing unexpectedly cold temperatures and high rainfall lately, but the good news is that spring is on the way. As the days grow longer and warmer, there is a sense of optimism and renewal. Market watchers, investors, and mortgage holders,...

Managing your financial situation always involves a tension between living your life now and preparing for your future. The worry about not getting the balance right—making unnecessary sacrifices now or not having enough money for future goals—is a common and valid...

The tax cuts introduced from 1 July 2024, along with other recent changes, may mean it’s time to review your current tax, super, and investment strategies to ensure you’re maximising the benefits. Under the changes, the previous 19 per cent tax rate reduces to 16 per...

With the shortest day of the year behind us, the longer days ahead will give us a chance to enjoy the outdoors, even if there’s still a need to rug up. Technology stocks have driven Australian shares and global markets to new highs over the last 12 months. The...