Articles
Perspectives, tips, commentary, and insights from our team.
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We helped our kids, now we’ve lost our money – avoid our mistake
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.
Inflation vs. your savings: The ultimate showdown!
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.
The impact of student loans when buying a home
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.
There’s more to shares than numbers on a screen
This 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.
5 Psychological Traps Hurting Your Investments
This article explores the influence of behavioural biases on investment decisions and offers practical strategies for managing these biases to achieve better investment results.
Regaining financial control after a scam
Being the victim of a financial scam can be devastating and humiliating. This article uses a case study to tell the story of a woman on the brink of retirement who falls victim to a cryptocurrency scam that wipes out her savings, leading her through a journey of self-blame and recovery.