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April 2024 Insights

April 2024 Insights

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...

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March 2024 Insights

March 2024 Insights

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...

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6 investing mistakes to avoid

6 investing mistakes to avoid

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...

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February 2024 Insights

February 2024 Insights

As February kicks off, many of us are settling back into our regular routines and turning our focus towards the year ahead. Cooling inflation and a strong economy, coupled with relatively low unemployment, have sent investors back to Australian shares, with the...

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Getting your bounce back

Getting your bounce back

Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands for "tired all the time". While it’s somewhat comforting to know you’re not alone, it’s...

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Financial wellbeing is a gift worth giving yourself

Financial wellbeing is a gift worth giving yourself

The festive season is a time of joy and celebration, but for some, it can also lead to a financial hangover in the New Year. Overspending on gifts, parties, and decorations can quickly add up, leaving many of us with unwanted debt. In 2022, Australians spent more than...

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December 2023 Insights

December 2023 Insights

It’s December – the month that always seems to race by as we approach the end of the year and all the festivities it brings. We hope you all have a lovely, happy, and safe Christmas period. On the economic news front, there was some good news. Consumer prices eased...

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November 2023 Insights

November 2023 Insights

It’s November, and all eyes were on the Reserve Bank’s interest rate decision. After a series of pauses, the RBA delivered a 0.25% increase in interest rates on Melbourne Cup Day, taking the official cash rate to 4.35%. The aptly named "Without A Fight" romped home in...

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Do I need to revisit my insurance?

Do I need to revisit my insurance?

Revisiting your insurance coverage is an essential part of managing your financial wellbeing. Life is dynamic, and your insurance needs should adapt accordingly. Whether you experience significant life events, changes in income, shifts in your career, adjustments to...

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Establishing a legacy – estate and succession planning

Establishing a legacy – estate and succession planning

Navigating complex family relationships and blended families can be challenging at times and particularly when a family member passes away. A good estate plan can help to make sure your wishes are carried out. An estate plan, of which a will is the first and most...

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October 2023 Insights

October 2023 Insights

The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to review your finances to make sure you’re up-to-date and on-track. Household wealth has increased...

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Scam risk and cybersecurity: Are you prepared?

Scam risk and cybersecurity: Are you prepared?

We’re all aware of the risk of cybercrime after the well-publicised data hacks of Medibank Private and Optus. In today’s digital age, threats to your online security have never been more real. Although many recent high-profile cases involved large organisations, email...

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