Insights

Financial Rules to Live By

   |    Paul

Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You…

2018 Year In Review

   |    Paul

Investors started 2018 full of hope, with the global economy and financial markets in good shape, but by year’s end they were uncertain and a…

Avoiding the holiday debt hangover

   |    Paul

We’re coming up to the festive season and for all its fun and frivolity, it’s also a time when we loosen the purse strings to…

Can you afford your dream retirement?

   |    Paul

Planning your dream retirement  can  be an exciting  time.  The  chance to travel overseas or around Australia without having to rush back to work, time…

The Golden Rules of Investing

   |    Paul

At first glance, investing  can seem daunting. So much complex information and so little time to absorb and act on it when you’re busy getting…

Making the Most of Falling Aussie Dollar

   |    Paul

One of the major themes for local investors in 2018 is the fall in the Australian dollar, and it’s not just Aussie travellers heading overseas…

Home Ownership in the Spotlight

   |    Paul

Housing affordability continues to be a major concern in Australia and not just for would-be first home buyers. It also effects pre-retireers forced to work…

Beware of Pension Pressure

   |    Paul

Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension…