Investing
Teaching kids about money at different stages in their lives
12 June
Itâs every parentâs dream to secure their childrenâs future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]
Navigating market volatility: smart tips for long-term investors
22 May
Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normalâand often necessaryâpart of...[Read More]
Navigating a career change with financial confidence
1 May
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges. Whether youâre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
A glass half full approach to wellbeing: five signs youâre doing better than you think
20 March
Wellbeing isnât just about feeling happy all the timeâitâs about developing resilience, security, and a positive outlook on life. A âglass half fullâ approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
Building wealth with investment properties: the right strategy and insurance for success
6 March
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
The legal issues most people face and the importance of seeking advice
23 January
Legal issues are an inevitable part of life. Whether youâre dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]
5 simple things to do as you plan for the year ahead
2 January
People typically associate the new year with hope â a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While itâs also...[Read More]
Rethinking wealth: beyond money
12 December
In todayâs society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]
The importance of seeking advice from your insurance adviser
5 December
Business insurance is more than a protective bufferâit is a critical long-term strategic decision that directly influences the sustainability and success of a business. The potential loss of productive assets such as premises, machinery, stock,...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
New thinking about the concept of being wealthy
14 November
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]
Children teaching their parents about investing
24 October
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm â...[Read More]
The Value of Seeking Financial Advisers: Long-Term Success through Expertise
19 September
Financial planning is a journey that requires patience, discipline, and strategic thinking. While many investors are tempted by the allure of quick profits, the value of working with a Financial Adviser lies in their ability to help clients maintain...[Read More]
Renovations to add value when flipping houses
16 May
If youâre investing in real estate for resale, you need to know what types of renovations to prioritise. This can help your property create some buzz in the market, with a price you can easily justify to serious buyers.  Struggling with what...[Read More]