Blogs by Tags
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Blogs by Tags
Financial Advice
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Upcoming changes to Aged Care fees
Aged care is already expensive, but from the 1st of November 2025, it’s getting even worse.
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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.
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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.
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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 we desire.
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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.
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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 Covid uncertainty.
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Rising importance of aged care planning
You may have parents who live on their own but because of failing health they need support to help care for themselves or it may be that they cannot look after themselves anymore and need to move to a home that can.
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The Australian housing slowdown
Let's talk about the Australian housing slowdown and what house prices in Australia are likely to do over the next two years.
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Investing under uncertainty
What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly opposed to a view of the economy, the markets and the daily noise surrounding them.
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8 key learnings from 2020
Mainstream and financial media keep presenting us daily with the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial predictions of an imminent crash.