Our Blog
Insights
Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future
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.
28 August 2024/Market Update
Recession fears & share market falls – what it means for the RBA & investors?
Recession risk is rising and shares have fallen sharply. Here’s what it means for the RBA and investors.
11 January 2024/Market Update
2024 – a list of lists regarding the macro investment outlook
After a strong 2023, here’s our list of lists on the macro investment outlook for 2024.
23 November 2023/Market Update
2023 the year in review
2023 was volatile and uncertain. Here’s our wrap-up and what to expect heading into 2024.
18 September 2023/Financial Advice
The income or growth conundrum
Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.
14 September 2023/Market Update
Transitioning into retirement? Start to get your buckets in place early.
Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.
14 September 2023/Financial Advice
Focusing on the right thing
It certainly can’t have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post…
13 September 2023/Market Update
Volatile world markets
Feeling seasick from market volatility? Here’s context on what’s happening and what typically comes next.
18 April 2023/Market Update
Five charts on investing to keep in mind in rough times like now
Five key investment charts to keep in mind during periods of market stress and uncertainty.
2 October 2022/Market Update
Importance of the right focus in planning
Senior partner Michal Bodi on the importance of asking the right questions and focusing on variables we can control.
2 October 2022/Financial Advice
The importance of ongoing work
Senior partner Michal Bodi explains the importance of regular client reviews.
29 September 2022/Market Update
Market volatility and how to benefit
Principal adviser and founder Bill Bracey proves that market volatility is to be embraced for successful investing.











