Finance
Wealthy Australians called on to pay more for aged care
13 March
Wealthier Australians are being urged to pay more for aged care so the government can help older people with lesser means access residential and in-home services. The overall wealth of older Australians is expected to increase, with the proportion...[Read More]
The feeling of looking back at an old photo and acknowledging you did OK
7 March
In the maddening rush of life, you may find yourself looking for ways to improve your mood, alleviate stress, and enhance your sense of satisfaction. One surprising yet effective strategy is immersing yourself in the nostalgic embrace of old...[Read More]
Ways to help your child with buying their first home
7 March
In today’s economic climate, it’s increasingly common to help your child with their first home. In this article, we’re going to look at three options to help you do this. Why not take a look at the pros and cons of each and choose the...[Read More]
Redefining Riches: Embracing a Holistic Vision of Wealth in the 21st Century
7 March
Wealth, traditionally measured by the yardstick of financial resources, has undergone a paradigm shift, mirroring the evolving values of today’s society. The contemporary concept of wealth transcends the accumulation of money, recognising that a...[Read More]
Oliver’s insights – 21 great investment quotes
7 March
Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. This note revisits a series on insightful quotes on investing I first started a...[Read More]
Investment markets and key developments – Weekly market update 01/03/24
7 March
US, Eurozone and Japanese shares rose to new record highs in the past week helped by key US inflation data coming in as expected and leaving the Fed on track to cut rates from around mid-year. For the week US shares rose 0.9%, Eurozone shares rose...[Read More]
A guide to managing personal finances
29 February
The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices. Many adults worry about...[Read More]
A seasonal home maintenance checklist to ensure your property is in the best condition all year long
29 February
A lot of property owners take a very casual approach to the upkeep and repair of their house or building. They usually wait for something to break, clog, overflow, leak, jam or fail catastrophically before addressing the problem. Others are...[Read More]
Investment markets and key developments – Weekly market update 23/02/24
29 February
Global shares surged in the past week to new record highs in the US, Europe and Japan, helped in particular by enthusiasm for Artificial Intelligence after a very strong earnings result from AI chip maker Nvidia which served to offset ongoing...[Read More]
Oliver’s insights – Seven key charts for investors to watch – where are they now?
29 February
Key points – Shares have made it to record highs this year but after strong gains are a bit vulnerable to a near term pull back. – However, we remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is...[Read More]
Property investing – residential vs. commercial real estate
22 February
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence,...[Read More]
Why you need to do something you love every single day
22 February
Engaging in activities that you love is not only enjoyable but also offers a multitude of benefits that can enrich your life in various ways. So, if you’re on the fence about indulging one or some of your life’s passions, here are some...[Read More]
Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer
22 February
Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]
Investment markets and key developments – Weekly market update 16/02/24
22 February
Global shares were buffeted over the last week with hotter than expected US inflation data but better than expected profits results. While US shares hit a new record high, they fell 0.4% for the week. Eurozone shares reached new highs and rose...[Read More]
Saving for the Future: Building Financial Security Step by Step
15 February
In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]