Finance
Steps to building an emergency fund & why do you need one
25 April
Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]
Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning
25 April
Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which...[Read More]
Investment markets and key developments – Weekly market update19/4/2024
24 April
Global and Australian shares fell again over the last week on the back of concerns about an escalation of the war in the Middle East (as Iran attacked Israel and then Israel retaliated), US Fed officials added to expectations for a delay in rate...[Read More]
Top 10 Remote Escapes: Journey to the World’s Most Secluded Destinations
18 April
In an increasingly crowded and fast-paced world, the allure of remote travel destinations where one can truly escape the hustle and bustle is more compelling than ever. Both within Australia and internationally, there are numerous hidden gems...[Read More]
Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home
18 April
Transitioning into a retirement home is a significant life decision that involves careful planning and consideration. As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]
Maximising space and value: Top 10 home renovation tips
18 April
Renovating your home to increase space and add value requires strategic planning, creativity, and a focus on key areas that potential buyers or valuers find appealing. Here are the top 10 tips to guide you through this process: Plan and...[Read More]
How to thrive despite higher inflation
18 April
The cost of living continues to rise, and many are feeling the pinch. However, there are ways to navigate and adapt to this challenging financial landscape. If you’re looking for practical solutions and workarounds to help you tackle higher...[Read More]
Oliver’s insights – Israel/Iran fears and rate cut uncertainty – shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up
18 April
Key points – After strong gains, shares are vulnerable to a pull back or more volatile/constrained returns than seen so far this year. – The key threats at present are Iran’s attack on Israel which risks escalating the war in the Middle East,...[Read More]
Investment markets and key developments – Weekly market update 12/04/24
18 April
Shares had another rough ride over the last week as higher than expected US inflation saw expectations for Fed rate cuts pushed out further, and reports of imminent strikes by Iran on Israel in retaliation for an attack in Syria pushed US shares...[Read More]
Reasons why early estate planning is crucial
11 April
Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all. However, estate planning should begin as early as possible to ensure a...[Read More]
Empowering women through financial literacy: Taking control of your wealth and future
11 April
Navigating the complexities of personal finance is essential for anyone looking to secure their financial future, make sound investment choices, manage debt effectively, and plan for eventualities. This is particularly crucial in the context of...[Read More]
Caravan lifestyle in Australia
11 April
A rising number of Australians are searching for alternative life experiences that provide them with a sense of independence from city life and a connection to nature. Caravan living can be for you if you’re looking for new experiences or wish...[Read More]
Investment markets and key developments – Weekly market update 05/04/24
11 April
Global sharemarkets were under pressure, with a lot of volatility this week. Good news on economic data was somewhat bad news for markets early in the week. Signs of a stronger US economy questioned market pricing of ~3 Fed rate cuts by end-2024...[Read More]
Oliver’s insights – Seven things you need to know about the Australian property market
11 April
Key points – The Australian housing market remains far more complicated than optimists and doomsters portray it to be. – Australian housing is expensive and highly indebted; but it’s very diverse; mortgage arrears remain low; interest rates...[Read More]
Generational Lifestyles: Navigating Through the Ages in Pursuit of Balance and Fulfillment
4 April
Lifestyle embodies how people live, including their interests, habits, and priorities, influenced significantly by generational perspectives. Each generation—defined by its unique set of values, economic conditions, and technological...[Read More]