Impacts from Falling Home Prices: The Wealth Effect
The impacts of interest rate hikes on consumers are well known; higher interest means that mortgage debt servicing costs will…
Paris Financial Archive
Why staying invested matters when markets fall
It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make…
Economic and market overview
Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX…
Planning to Retire Comfortably
Retirement means different things to different people For some, it means the ability to spend more time with loved ones…
As Interest Rates Climb, is it Time to Re-Finance?
With interest rates continuing to rise, we just wanted to check in to see how you’re doing! Is it Time…
10 Benefits of Financial Advice
Recent research discovered that Australians that had an existing connection with a financial adviser had higher quality of life, mental…
- SMSF ·
Acquiring collectibles inside your SMSF
Clients with self managed superannuation funds (SMSF) often ask what assets the SMSF can acquire.
- Property ·
Tax time focus on rental property income and deductions
Income and tax deductions from rental properties is one of the four key areas the Australian Taxation Office (ATO) is…
Your biggest investing problem may be you
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps…
Active versus Passive Investing – What’s the difference and what’s the best?
Investing in shares is a popular way of helping people to achieve their long-term financial goals. These investments can generate…
Tips for Managing Money in Retirement
Aussies are living longer than ever before, with men expected to live until age 80 and women until age 85.
Did you know Gifting can impact your Age Pension?
Gifting, or financially assisting family or friends by giving away some of your assets or accumulated retirement savings, can be…
