Articles
Perspectives, tips, commentary, and insights from our team.
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The impact of student loans when buying a home
InvestmentThis 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.
Is FORO ruining your retirement?
RetirementFORO – 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.
Your super: A scammer’s new target
SuperannuationThis 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’.
There’s more to shares than numbers on a screen
InvestmentThis article explains what it means to buy shares in a business. It focuses on the emotional side of investing by explaining you are not just buying a piece of paper but a share of a business. It discusses the benefits and responsibilities of a shareholder.
10 Common Financial Myths BUSTED!
TipsIn this article, we debunk ten common financial myths to empower you to make informed decisions, achieve financial stability, and grow your wealth.
5 Psychological Traps Hurting Your Investments
InvestmentThis article explores the influence of behavioural biases on investment decisions and offers practical strategies for managing these biases to achieve better investment results.
Quarterly Economic Update: April – June 2024
Economic UpdateDiscover the latest insights into the economy’s slowdown and persistent inflation, compounded by global uncertainties and significant federal budget announcements. We also touch on key developments, including China’s lifting of bans on Australian exports and the upcoming US election.
Navigating the reality of divorce after 50
TipsNavigating the financial complexities of divorce, particularly later in life, is crucial as grey divorce rates rise. This article explores the impact on superannuation, asset division intricacies, and post-divorce financial strategies, emphasising the importance of seeking professional advice for rebuilding stability.
A different “End of Financial Year Sale”
TipsThis article explains different options to minimise tax with a focus on investing, superannuation and insurance. It’s important to consider prior to 30 June.
5 Step Super Health Check
SuperannuationWe provides five simple steps to conduct a health check on your superannuation, empowering you to take control of your super and ensure it aligns with your financial goals.
5 ways to boost your Super with contributions before EOFY
SuperannuationThis short article provides five strategies to maximise your superannuation contributions and make the most out of your savings before the end of the financial year.
Super for Kids: Introducing kids to the concepts of Super
SuperannuationIn this article, we explore fun and engaging ways to introduce your children to the concepts of superannuation and investing via three different learning activities.
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