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Financial Behaviour

General Financial Behaviour and Personal Development Insights

Can your portfolio weather the oil shock?
25 March 2026/ Market Update

Shares down on the oil shock – 5 key charts for investors to keep in mind

The Iran conflict has pushed oil prices higher and shares lower. Five key charts to keep investors focused.
Are we entering a market downturn?
27 February 2026/ Market Update

The outlook for Australian shares

Australian shares have underperformed globally for 16 years. Is that about to change?
Three key cycles every investor should understand right now
23 October 2025/ Market Update

Investment cycles – what are they and why you need to be aware of them

Understanding investment cycles — what they are, what drives them, and why they matter for your portfolio.
When is the right time to retire well?
8 October 2025/ Financial Advice

Living retirement well: Living life on your own terms

What an empowering statement. When planned carefully and strategically, retirement can and should be a liberating time of life.
Is Investing a gift to your future self?
24 September 2025/ Financial Advice

Investing in your future: Why it matters

Most people are in love with the destination, not necessarily the journey. However, to achieve our financial dreams, we need to set priorities that we are willing to sustain in our lives, not just focus on the outcomes…
What is happening with the supply of new homes in Australia?
24 September 2025/ Market Update

What is happening with the supply of new homes in Australia?

Australia’s housing undersupply problem persists. Here’s what’s happening and what it means for prices.
Upcoming changes to Aged Care fees
10 September 2025/ Financial Advice

Upcoming changes to Aged Care fees

Aged care is already expensive, but from the 1st of November 2025, it’s getting even worse.
What do clients value most in advice?
28 August 2025/ Financial Advice

What clients really value: The enduring power of long-term financial guidance

In our experience advising clients over many years, the true value of financial advice is rarely captured by investment returns or market commentary.
Share market falls - seven key things for investors to bear in mind
17 March 2025/ Market Update

Share market falls – seven key things for investors to bear in mind

Share markets have fallen sharply on Trump policy uncertainty. Seven key things investors should keep in mind.
Goldilocks stayed for 2024, but what’s in store for investors in 2025?
17 December 2024/ Market Update

Goldilocks stayed for 2024, but what’s in store for investors in 2025?

Goldilocks conditions delivered strong returns again in 2024. Here’s what investors can expect in 2025.
Why super and growth assets like shares really are long term investments
28 October 2024/ Market Update

Common mistakes investors make – that you should avoid

Nine common investing mistakes and how to avoid them with a sound long-term strategy.
Why super and growth assets like shares really are long term investments
6 September 2024/ Market Update

Why super and growth assets like shares really are long term investments

Despite short-term volatility, growth assets like shares remain superior long-term investments — here’s why.