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.

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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.

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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.

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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.

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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.

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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.

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