What are you really giving to clients?
Winning their hearts and minds Like most of us, my wife and I enjoy dining out from time to time. I’ve visited a lot of eateries and restaurants over the…
Archives
Can a few extra dollars really make a difference?
Extra payments into super, no matter how tiny, can do a lot for your balance. It doesn’t have to be a regular amount or a big lump sum to make…
Financial goals guide 2025
Your future’s on the line. Don’t stay on hold in 2025. Is it March already? It’s time to start nurturing your future self by doing this one thing to get…
Financial strategies for women over 50
Many women in their 50s are asking themselves: “How do I prepare for retirement without financial stress? Can I reduce my working hours or transition to a new career without…
Seven secret financial habits of wealthy Australians you can copy
Ever wondered how the wealthy manage their money and what they do differently from the average Australian? New research* from Colonial First State (CFS) has uncovered seven secret financial habits…
Aged Care reforms 1 July 2025
The Government has legislated changes to the cost of residential aged care, for Australians entering care from 1 July 2025. A female aged 65 today has a 59% probability of…
ASX reporting season: Look for earnings quality and strategic clarity
Earnings season is coming up for ASX investors. Following is what to look for… • Companies face sustained pressure from high rates• JB HiFi and Wesfarmers’ Kmart focus…
Economic update February 2025
Global The introduction of DeepSeek’s open-source R1 model shocked global markets in January, challenging our understanding of capex requirements and competition in artificial intelligence. Despite the DeepSeek rout, the MSCI…
Australian home investing: New landlords to lose $23k+ in 12 months buying into two major cities
The average Australian property investor could lose money in their first year, with those in the nation’s two largest capitals likely to be more than $23,000 out of pocket in…
Megatrends for 2025 and beyond…
Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities but they also create investment opportunities and risks. Learnings from historical megatrends include: 1)…
The ins and outs of geared share funds
Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very high, but the opposite is also true. We look at…
Understanding the difference between ESG, ethical and green investing
For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with…