Articles

Read the latest news and articles on products and services within the financial services industry.

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Cash flow can make or break your business, so take time to safeguard it

So what might you do to improve your cash flow and sleep better at night? Here are five tips.

01 August 2019

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Successful Investor Secrets

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.

01 August 2019

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Testimonials

Customer satisfaction is our primary goal.

18 June 2019

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How we do it

Learn about the financial planning process, from your initial consultation through to preparing and implementing your financial plan, and conducting the regular reviews that will keep you on track

29 May 2019

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The four principles of low-volatility equity investment

Recent market turbulence has heightened many investors’ interest in low-volatility equity strategies. While it’s well known that a portfolio of low-volatility stocks can potentially outperform the market over time (the “low-volatility paradox”), stock selection is important.

13 December 2018

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The cost of retirement

Everyone has a different vision for their retirement. Yours might involve overseas and interstate travel and an active social life. Or perhaps you prefer spending time with family, working in the garden or volunteering.However, you choose to spend your time, it’s important to make sure you have enough funds to support your retirement lifestyle. Forward planning now can make all the difference in the future.

13 December 2018

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Keeping up on your super contributions during volatility

After a downturn in share prices and higher market volatility, many super fund members may think twice about continuing to make voluntary contributions. In contrast, compulsory employer contributions power on – regardless of prevailing market conditions.

12 December 2018

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Economic Outlook Summer 2018

Trade wars continued to be a theme during the September 2018 quarter as tensions between the US and China escalated. In July, the US and China levied tariffs of 25% on $34 billion of each other’s exports. This means consumers in the US and China now pay 25% more to buy tariff-affected products from each other.

12 December 2018

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How to become superhuman

A balanced diet and regular exercise have long been the bastions of good health, but more than ever, people are focused on raising the bar beyond simple living. Peak performance is increasingly the goal of ordinary people seeking to gain a competitive edge at work or to live longer. To reach those lofty ambitions, a holistic approach is required.

05 September 2018

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Paving your path to financial security in retirement

Generally speaking, financial security is peace of mind that comes from having confidence you can attain all of your financial goals both now and in the future.

05 September 2018

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Insurance: making sure what you have fits your individual needs

Whilst we all dream of retirement and look forward to the time when we can reap the rewards of a lifetime of hard work, we need to be realistic and consider the possibility of an untimely death or disablement prior to retirement.

05 September 2018

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Economic Outlook Spring 2018

International share markets experienced major fluctuations during the June quarter owing to ongoing trade-tariff tensions. The Australian economy grew strongly, driven by strong Government spending on infrastructure and increased demand for Australian mining exports.

05 September 2018

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Top five fitness tips

There’s no doubt that your financial wellbeing is important to ensure you have a comfortable retirement. But, to make the most of it, it’s just as important to have a healthy mind and body.

30 July 2018

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Top five reasons to be cheerful!

Look beyond what the media calls news and you'll notice that there's a lot of things going right

29 May 2018

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Understanding annuities

In its most basic form, an annuity is a promise to provide a series of regular payments in return for a lump sum investment.

29 May 2018

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Tax tips and tax return hints

The End of Financial Year is almost upon us. To help you complete your tax return, we’ve provided an overview of the types of tax offsets and deductions you may be entitled to claim plus some handy tax tips and hints.

29 May 2018

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Economic Outlook

The global economy looks strong for the next year but different risk factors may affect consumer and business confidence.

29 May 2018

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How will the Budget affect you?

The Government played a pretty straight bat with this year’s Federal Budget, sticking closely to its pre-Budget announcement themes of infrastructure and housing affordability. On the whole, the proposed changes were expected and mostly welcome in a Budget that Treasurer Scott Morrison described as being about making the “right choices” and being “fair and responsible”.

09 May 2018

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Bitcoin: emerging asset or speculative mania?

The launch of Bitcoin futures on some major US exchanges has been an important step in the development of the cryptocurrency, giving it greater familiarity and wider usage.

23 February 2018

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Super opportunity for first home buyers and downsizers

Whether you’re buying your first home or you’re ready to downsize, you may be able to use your super to help make the most of your money. These two new schemes support the Government’s goal of reducing pressure on housing affordability in Australia.

23 February 2018

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US inflation concerns drive volatility

Recent positive data on US jobs and wages has shifted investors’ thinking around inflation and the potential for a faster increase in the US Federal Reserve interest rate than previously expected.

23 February 2018

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