Review of 2023 and a look at 2024
The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats but not as bad as feared; and
January 5, 2024
Financial Coaching
Next episode in our Financial Literacy Education Series has been released.
We are proud to announce the next episode in our general Financial Literacy Education Series is now available. Episode 14 – Key issues for 20-35 year olds. Click Here to
December 11, 2023
Next episode in our Financial Literacy Education Series has been released.
We are proud to announce the next episode in our general Financial Literacy Education Series is now available. Episode 12 – Aged Care. Click Here to check out the whole
November 27, 2023
Super vs mortgage: which is best?
It is worthwhile revisiting the trade-off between paying off the mortgage quicker and investing more in super for retirement. Background While many people wait until their home loan is paid
November 9, 2023
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
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
Are we jeopardising the bank of Mum & Dad?
The temptation is obvious. Soaring house prices have made buying a home tough for most home buyers and prompted many parents to think they should step in and make a
September 21, 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
Unlocking the Potential of Aged Pension and Superannuation Benefits
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so
August 9, 2023
Discovering Your Financial Mindset: The Key to Unlocking Financial Success
In the quest for financial stability and success, we often focus on tangible elements like earning more money, saving diligently, or investing wisely. But have you ever stopped to consider
July 26, 2023
Aged care Part 3: fees and funding
Aged care Part 3: fees and funding Aged care can be a tricky area to navigate, and requires careful thought. To help you or your loved one obtain the best
May 9, 2023
Fixed rate mortgage expiring… Now what?
They say all good things must come to an end… and that includes your home loan fixed interest rate period. If your fixed rate expiry is coming up, you might
April 19, 2023