Insights
Investing
Tips and insights to help you invest with confidence.
29 March 2020/Market Update
Is coronavirus driving a recession, depression or an economic hit like no other?
Global shares have entered a bear market. Whether it’s short or long depends on how the coronavirus economic hit unfolds.
15 March 2020/Market Update
Coronavirus and financial markets melt down. What to do?
After being a Financial Planner for over 30 year and being an avid investor for over 45 years. I thought I’d seen it all.
3 March 2020/Market Update
The plunge in shares – seven things investors need to keep in mind
Share markets have fallen sharply on coronavirus fears. Here are seven things investors need to keep in mind.
28 February 2020/Investing
Are grandparents giving too much?
For many Australian families the arrow of intergenerational help is pointing in a new direction.
28 February 2020/Market Update
What do Australians want financial advice on?
Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night.
26 January 2020/Market Update
Super investment options – what’s right for you?
When it comes to superannuation, most funds offer a range of investment options.
6 January 2020/Market Update
Sydney rental yields at new low
Investors in Australia’s two largest residential property markets are getting the lowest rental yields in the country as stagnant rent prices are outpaced by capital gains.
27 December 2019/Market Update
Review of 2019, outlook for 2020 – the beat goes on
2019 delivered solid returns despite slowing growth and trade wars. Here’s what to expect heading into 2020.
21 June 2019/Financial Advice
The wisdom of ‘no change’ recommendation in investing
In 2019, the Australian population tipped over 25 million. None of these lovely people have any chance of sustaining a successful investment strategy without the help of an empathetic and tough loving investment adviser.
26 May 2019/Investing
Make the most of superannuation – tax deductible personal contributions
For many people, super remains a highly tax-effective structure to hold investments for the accumulation of retirement savings, as well as maintaining their risk/insurance protection.
24 April 2019/Financial Advice
Things to avoid as a newbie investor
Whatever your age, if you’re thinking of dabbling in investments like shares, managed funds or cryptocurrencies, here’s a list of common mistakes which are generally worth steering clear of.
20 March 2019/Market Update
Australia slides into a “per capita recession”
Australian growth has slowed to a per capita recession. Here’s what it means for unemployment, inflation and the RBA’s next move.











