07-Mar-2023 | Invesment, Wealth
This article explains the different asset classes. It covers cash, fixed interest, shares, property, and alternative assets. It is a good general education article to help your clients understand asset allocation in their investment portfolio. – All assets are not the same
21-Feb-2023 | Invesment, Wealth
This article explains a popular way to invest in residential property – rentvesting. It explains how it works and some of the associated issues to be aware of. – Renvesting: the not-so-new phenomenon.
14-Feb-2023 | Budgeting, Invesment, Retirement, Wealth
This article provides an introduction to the FIRE movement, including three practical tips that can be used to create healthy financial habits. – Is the Fire Movement for you?
07-Feb-2023 | Invesment, Wealth
This article takes a look at why property is so appealing amongst younger investors, discussing both the drawcards and risks with property investing. – What drives young investors to property?
31-Jan-2023 | Invesment, Wealth, YOUR LIFE
In a world of amateur investors and ‘fin-fluencers’, it’s important to realise the value of professional advice when investing. This article outlines the key advantages of using a financial adviser opposed to trying to go it alone. – Investing yourself vs using a financial planner.
01-Nov-2022 | Invesment, Retirement, Wealth
This article looks at the current behaviours of older Australians with respect to downsizing the family home, as well as factors that should be consider when weighing up the decision of whether or not to downsize. – Should you downsize to upsize your retirement?