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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 93 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 93 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 95 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 94 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 93 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 177 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 33 min read


Strategies for an unexpected retirement
The best time to start planning for retirement is yesterday
Sep 33 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 33 min read


The importance of nominating a beneficiary for your super
We all work hard to build a healthy super balance. So, it makes sense that you'd want to understand the ins and outs of how super beneficiaries work so you can make sure your super money ends up in the right hands if you die.
Jun 33 min read


Big changes ahead for Aged Care
Aged care funding and services have seen major changes in the years since the 2021 report of the Royal Commission into Aged Care Quality and Safety, and this year is no exception.
Jun 33 min read


Why investors need to be aware of the psychology of investing
Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events.
Jun 37 min read


7 ways to get ready for tax time
The end of financial year on 30 June 2025 is fast approaching so here's a quick checklist to help you prepare.
Jun 33 min read


End of financial year tax tips for investors
Tax time might not be everyone's favourite season, but it is a great chance to tidy up your finances.
Jun 33 min read


Tax-deductible super contributions explained
Did you know you can claim a tax deduction on certain super contributions when you do your tax return?
May 213 min read


The 2025-26 Federal Budget's economic impact
Key points Many measures were pre-announced, but key new measures include tax cuts from 2026-27 & more cost of living support. While the...
Mar 266 min read


Variable or fixed? Finding your home loan rate in 2025
The Reserve Bank of Australia (RBA) has cut the cash rate, and it seems likely there will be more cuts to come in 2025. All Big Four...
Mar 133 min read


Goldilocks stayed for 2024, but what's in store for investors in 2025?
Key points - The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but...
Dec 10, 20248 min read


Reasons to be cheerful... 3 key ways a financial advisor can help you feel better about your finances
Advice can play a critical role in helping Aussies manage financial stress When it comes to financial advice, there’s a common...
Oct 16, 20244 min read
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