26 July 2023
The bond black hole – what happened?
Last year, some bond indices fell into a black hole. Are good returns from fixed income investing still a galaxy far, far away? Or are there brighter days on the horizon? Read more
7 July 2023
Will inflation end with a bang?
Inflation has proven to be more stubborn than expected. And so, the Reserve Bank has had no choice but to keep increasing interest rates. What could this mean for company earnings and how might that flow through to portfolios? Read more
26 June 2023
Are you and your friends super close?
We talk to our friends about the restaurants they love, the movies they’ve seen, and the schools their kids attend. But superannuation and financial advisers and how their investments are travelling? Maybe not so much. Read more
12 June 2023
Every claim is a person who needs us
When an insurance claim is handled with efficiency and empathy, it can help reduce the stress for everyone. In this article, Head of Wealth Protection, Troy Pearsall describes how his team has helped clients in need this year. Read more
9 June 2023
How much is enough?
One of the most popular Google searches is “How much money is enough to retire?” It’s a good question. So, what’s the answer? Half a million? One million? If only it was that simple. Read more
5 June 2023
If you lose your health, could you lose your house?
You've worked tirelessly to own the home of your dreams. But if you suffer an injury or illness that prevents you from working, will you be able to cover your mortgage repayments? Read more
12 May 2023
How shipshape is your financial plan?
Creating and managing a financial plan for the future is a lot like building a sailing ship. A ship needs sails. Sails drive you forward and give you momentum. So they’re a bit like your investments. Read more
10 May 2023
Budget Summary 2023
On the 9th May, Treasurer Jim Chalmers announced the 2023 Federal Budget. Stronger than expected revenues from taxation and resources delivered a surplus of $4 billion. The focus of the budget was on cost of living measures. Read more
4 May 2023
Get to the Bottom of Your To-Do List
"Is estate planning that niggly job you never quite get to?" On the top of your to-do list is probably signing up to a gym, reading more books or spending more time with family. But what’s at the bottom of your list? Read more
