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Market Update - Investment markets and key developments
US shares fell over the last week on the back of ongoing concerns about AI disruption, excessive related capital spending and tech sector valuations.
3 days ago10 min read


What is life cover
A sudden death can place financial stress on those who depend on you. If this happens, life cover can help them pay the bills and other living expenses.
Feb 104 min read


Protect & grow wealth in uncertain times
Interest rate swings, market volatility and global tensions make one thing clear: wealth management needs both protection and growth strategies to thrive.
Feb 45 min read


Preparing for an inheritance
What role will an inheritance play in your long-term wealth strategy? If the ballpark numbers are at least remotely close, the amount of assets set to be transferred from one generation to the next in Australia over the coming decades will amount to trillions of dollars. ...
Jan 224 min read


The investment Outlook for 2026 - expect a rough, but ultimately, ok ride
Despite uncertainty around US President Trump’s policies, geopolitics and interest rates, 2025 saw strong investment returns on the back of falling interest rates, solid economic and profit growth globally and expectations for stronger profit growth in Australia. AI enthusiasm boosted US shares although they were relative underperformers globally.
Jan 208 min read


Lessons learnt in 2025
This year in the US there were many important policy changes. The main one was the increase to tariffs under Trump 2.0. Trump threatened to increase tariffs to above 30% in April (“Liberation Day”) from ~3% at the start of the year, which would have taken US tariffs to their highest level since the late 1800’s.
Dec 18, 20256 min read


Your money, your priorities
Investing may be all about the numbers - growth, returns and risk - to build a secure future but increasingly investors are interested in an even more meaningful approach
Dec 9, 20253 min read


How generosity can be part of your financial plan
It's the season for gifts, sharing meals and spreading cheer. But what if your festive generosity could do more? What if it could ripple through generations, perhaps shaping futures and maybe reduce your tax bill?
Dec 9, 20253 min read


How to spot a scam website
Recently, there was an alert about the ASIC Moneysmart website being impersonated. It's part of a growing - and increasingly sophisticated - trend of scammers targeting reputable, high traffic websites.
Dec 9, 20255 min read


How much super should I have
How much super should I have is a common question. But when it comes to how much super (or other savings) you'll need for retirement there's no single right number.
Dec 9, 20254 min read


Tips for a budget-friendly festive season
The festive season is a time to celebrate, relax and connect with loves ones, but it can also put extra pressure on the household budget.
Dec 9, 20253 min read


Market Update
Global shares mostly rose over the last week but had a messy ride. While US shares initially rose strongly on the back of the end of the Government shutdown the gain for the week was erased to just 0.1% as hawkish commentary by some Fed officials saw market expectations for the probability of a December rate cut fall back to around 45% and as valuation concerns weighed on tech/AI related stocks.
Nov 18, 202511 min read


Market Update - Investment markets and key developments
US and European share markets fell sharply on Friday in response to the latest threatened re-escalation in the trade ware between the US and China
Oct 14, 202510 min read


Gold at record highs - can it keep going? Implications for investors
Since the start of last year gold has made a succession of record highs. But what’s driving it? Is it a forewarning of more high inflation, or something more serious? Is gold something investors should have in their portfolios?
Sep 17, 20257 min read




Protecting what matters most
We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is one quiet but powerful way to protect the people you love from financial stress if something happens to you.
Sep 3, 20253 min read


Strategies for an unexpected retirement
The best time to start planning for retirement is yesterday
Sep 3, 20253 min read


Is now the time to refinance your home loan?
Inflation has been heading in the right direction and the Reserve Bank of Australia has cut the cash rate three times in 2025. So, is now...
Sep 3, 20253 min read


Investment markets and key developments
Global shares, led by the US share market, pushed further into record territory over the last week helped by solid US earnings growth, okay economic data and expectations for the Fed to start cutting rates next month.
Aug 19, 202511 min read
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