Articles

Investment risk is tightly linked to return. Not taking on sufficient investment risk can expose investors to other risks. This article looks at achieving the right balance. It includes a case study to explain.

This article uses a case study to highlight the risks of lending money to family without proper financial planning. It explores how a lack of formal agreements and professional advice led to significant financial loss and family conflict, and outlines steps that could have prevented these issues.

This article helps readers understand the impact of inflation on savings and investments. It shows how cash and low-risk investments can be eroded by inflation, and focuses on the value of a diversified investment approach to safeguard against inflation’s effects.

Wondering how the Australian economy fared last quarter? With steady GDP growth, inflation pressures, and changing household spending, our latest update covers the key trends you need to know. Discover what’s shaping the economy and what it means for you.

This article uses a case study to show how a health scare led a couple to reassess their financial priorities with the help of their financial adviser. It highlights the importance of balancing living for today with planning for a secure future through strategic adjustments.

How to articulate your worth at work, ask for a pay rise and what to do if there’s ‘No Money for More Money’.

This article explores the rise of freelancing, highlighting the financial challenges faced by independent workers and providing practical strategies for maintaining financial stability.

In this article, we delve into the critical role your money mindset plays in determining your financial success. Whether you hold beliefs of abundance or scarcity, or lean towards a fixed or growth mindset, these attitudes shape your financial decisions and outcomes.

This lifestyle article discusses an alternative approach to saving for a house or travelling without accommodation costs by exploring the world of house-sitting.

This article presents a case study on how HECS-HELP loans may impact a home loan application, and strategies people can take to minimise its impact/maximise their loan amount.

FORO – the fear of running out – can prevent retirees from enjoying the fruits of their labour. This article uses a case study to illustrate how a well-structured financial plan can help overcome this fear, enabling a fulfilling and financially secure retirement.

This article uses a case study to issue a warning about a new scam targeting superannuation holders with offers of gift cards and electronics to extract personal financial details through cold calls and deceptive ‘comparison websites’.