Financial Planning

18 Dec

Posted at 12:00h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

Outlook for 2026 and Beyond: What We’ve Learned and What Matters Next As we reflect on 2026, one thing is clear: this has not been a “normal” market cycle. Instead, it has been shaped by a small number of powerful forces that have dominated returns, challenged...

28 Nov

Posted at 12:57h in Financial Planning, Investments, Superannuation, Tax, Wealth Creation by
0 Likes

How a Transition to Retirement (TTR) Pension Works As Australians work longer, it’s common to want more flexibility—perhaps moving to part-time work, reducing stress, or easing toward retirement. The challenge? A drop in work hours often means a drop in income. A Transition to Retirement (TTR) pension...

28 Nov

Posted at 12:44h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

What Are Geared Investment Funds?* *And Why Borrowing for Shares Isn’t “Riskier” Than Borrowing for Property Many Australians are comfortable borrowing hundreds of thousands of dollars to buy an investment property. Yet the idea of borrowing to invest in shares often feels “too risky”. Some even believe...

31 Oct

Posted at 12:50h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
0 Likes

Are We in an AI Bubble? Why This Time Might Be Different Artificial intelligence (AI) has been one of the biggest drivers of market enthusiasm over the past two years. With share markets — especially in the US — hitting record highs, many investors are asking...

24 Sep

Posted at 12:40h in Finance, Financial Planning, Investments, Property, Tax, Wealth Creation by
0 Likes

Using Your Mortgage to Build Wealth – Not Just Pay Interest For most Australians, the mortgage is their largest financial commitment. The natural instinct is to focus on paying it off as quickly as possible to reduce interest costs. While that’s important, there are strategies to...

17 May

Posted at 11:18h in Economy, Federal Budget, Financial Planning, SMSF, Superannuation, Tax, Wealth Creation by
0 Likes

The 2024 Federal Budget provides cost of living relief through 1 July tax cuts, lower power bills, higher welfare payments and support for small businesses Note: These changes are proposals only and may or may not be made law. You should speak to your financial adviser...

30 Nov

Posted at 15:08h in Financial Planning, Investments, Wealth Creation by
0 Likes

Understanding Private Debt: A Strategic Component of Investment Portfolios In the realm of investment strategies, private debt has gained significant attention and prominence among discerning investors seeking diversified opportunities. Characterized by its distinct nature and potential for attractive risk-adjusted returns, private debt plays a crucial role...