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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...

With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year.  A slight increase in the Consumer Price Index to 3.6% from 3.5%...

Treasurer Jim Chalmers has high hopes that his 2024-25 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy for the future. More than $8.4 billion has been allocated to quick-fix cost-of-living...

As winter approaches and the weather gets cooler, commentary surrounding the 2024-25 Federal Budget is heating up, with the government facing the tension between addressing cost-of-living pressures without contributing to rising inflation. The cost of living continues...

Life insurance a crucial aspect of financial planning that can provide security and peace of mind for you and your loved ones. Life insurance serves as a safety net, ensuring that your family and dependents are financially protected in the event of your passing. Let's...

It’s already April, and as we return to work after Easter, we hope you enjoyed a peaceful and relaxing holiday weekend. Expectations of interest rate cuts later this year in Australia and the United States fuelled activity in the markets last month. The S&P/ASX...

After a summer of quite extreme weather in many places around Australia, we can hopefully look forward to the cooler, calmer weather that Autumn brings. While economic bright spots can be found in Australia right now, there are also some less than stellar results. On...

Investing successfully is all about taking a calm and considered approach and not blindly following trends or hot tips. Let's delve into some of the most prevalent investing mistakes and look at the principles that underpin a robust and successful portfolio. Chasing...