Insurance is a sound investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though – life
19th March 2024
Our Blog
Bitcoin to infinity and beyond… again!
Introduction After another 80% or so plunge from its high in 2021 to its low in 2022, Bitcoin has rebounded again to a new record
14th March 2024
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
12th March 2024
21 great investment quotes
Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these.
7th March 2024
Market movements & review video – March 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. The economic indicators for February were mixed. Inflation
5th March 2024
Autumn 2024
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.
2nd March 2024
Seven key charts for investors to watch – where are they now?
Introduction Share markets have pushed up to record highs this year, but can it continue? For some time now we have been monitoring seven key
29th February 2024
What insurance do you need when buying a house?
When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration is what you will need
27th February 2024
Securing your passwords online
We spend a lot of time online and don’t often think about the risks involved. Yet if we are not careful, we can make ourselves
20th February 2024
Investment outlook Q and A – recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics
Introduction Last year shares climbed a “wall of worry” as inflation fell leading to prospects for lower interest rates ahead. But can it continue? After
16th February 2024
Investing mistakes to avoid
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about
13th February 2024
Five problems with the Australian tax system – and the changes to Stage 3
Introduction The Government’s decision to revamp the Stage 3 tax cuts has stirred up a hornet’s nest. The move to reduce the size of the
7th February 2024