Active or Index Funds: What’s Your Best Bet?
Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds,
January 16, 2024
Investing
Quarterly Economic Update: Oct – Dec 2023
Global growth is forecast to slow and remain below its historical average in 2024, reflective of tighter monetary policy in advanced economies, as well as a soft outlook for China.
January 10, 2024
The 9 golden rules of investing
While markets are performing well it’s easy to sit back and watch investments rise in value. However it’s a different story when markets are not performing so well and uncertainty
October 20, 2023
Quarterly Economic Update: Jul – Sep 2023
Australia’s annual inflation rate has taken an unexpected step up, increasing pressure on the Reserve Bank to push interest rates higher and once again raising the prospect that Australia will
October 10, 2023
Interest rates, bonds and term deposits
Over the past few years we have seen a significant shift in the current interest rates and expectations for future interest rates. The impacts have been far reaching – from
October 5, 2023
Harvesting Financial Success
Spring is the perfect time to rejuvenate your financial habits as well as your garden! Here are 5 ways to set you, and your garden, up for success: 1.Plan your
September 26, 2023
How to avoid property investment failure
There is an old saying that no investment is as safe as a bricks and mortar investment, but is that really the case or is it something that we just
August 29, 2023
2023 Vanguard Index Chart
When we’re navigating periods of market uncertainty, it can be easy to drift off course. Fears about the future and what markets may bring can force us to lose sight
August 23, 2023
4 time-tested investment strategies for Young Investors
The newest generation of young investors were raised during the Age of Information. Growing up alongside the internet, this generation has been exposed to more information and technological advancement
July 4, 2023
How to avoid property investment failure
There is an old saying that no investment is as safe as a bricks and mortar investment, but is that really the case or is it something that we just
June 29, 2023
The Wealth of Gold: Investing in a Timeless Asset
As investors navigate through unpredictable and volatile economic times, it is essential to consider asset classes that can provide a level of stability and protection against market fluctuations. One
June 6, 2023
The unmatched value of Financial Advisers in the AI age
Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office
May 23, 2023