Pulse checking your finances 1200x630 1

Pulse checking your finances

Your financial health is key to the health of your wellbeing, relationships, work and home life. It’s important to have a regular checkup of your financial position to ensure you’re on track and to confirm …

Read more

Grow your retirement income 1200x630 1

Grow your retirement income

In retirement, every dollar counts and it is worth exploring different strategies to grow your retirement income. Here’s how do it… Use your super wisely If you’re about to retire or are in retirement, it …

Read more

Pros and cons of Self Managed Super Funds SMSFs 1200x630 1

Pros and cons of Self Managed Super Funds (SMSFs)

While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills – or the ability to get help from people who …

Read more

AI and bank shares push super balances higher in 2024 1200x630 1

AI and bank shares push super balances higher in 2024

Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns over inflation caused a slow start to the year, with …

Read more

What is a distribution 1200x630 1

What is a distribution?

A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund investments (like shares) are sold. …

Read more

How do hedge funds work in a volatile market 1200x630 1

How do hedge funds work in a volatile market?

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a risk. What’s a hedge fund and how do they work? …

Read more

Ever thought of investing in essential services 1200x630 1

Ever thought of investing in essential services?

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies are listed on global stock …

Read more

Economic update November 2024 1200x630 1

Economic and market overview November 2024

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500 Index rising to fresh all-time …

Read more

Slide
Want to have a chat? Let’s grab a coffee.
If you would like to have a chat about your finances,
we’d be happy to talk to you over a coffee that’s on us!