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What to do when you win the Lottery in Australia
It is estimated that 1 in 3 lottery winners end up running out of money within 3 to 5 years, because they do not have a clear Financial Plan to follow! A Financial Plan can help prevent: lifestyle inflation, pressure from others, poor investment decisions and strategy design.
Jun 194 min read
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Investment Market Update - 7 April 2025 (Trump's Tariffs)
We unpack what Trump's tariffs mean for your investment portfolios.
Apr 73 min read
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Employee Share Programs in Australia: how they work, the pros and the cons!
We discuss Employee Share Programs like Options and RSUs in Australia: how they work, the pros and the cons!
Mar 134 min read
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Internally Geared Managed Funds
An Internally Geared Managed Fund is a type of investment fund that uses internal borrowing to increase the amount of money that’s invested
Feb 242 min read
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What price should you pay for a share/stock?
We easily explain how share prices are determined
Sep 9, 20241 min read
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U.S. Shares remain the top long term asset class for the 10th year
Diversification helps smooth out (but not completely prevent) extreme volatility and provide more consistent levels of returns.
Sep 9, 20241 min read
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Investing 101
Are you confused by investing or how your superannuation is invested? I break it down for you on my youtube channel. The video explains:...
Apr 15, 20241 min read
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Ethical Investing Strategies and Benefits
Understanding Ethical Investing Ethical investing, also known as socially responsible investing (SRI) or sustainable investing, involves...
Apr 10, 20243 min read
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The Power of Saving and Investing: A Path to Financial Freedom
Living paycheck to paycheck rather than saving and investing costs more than you think! It is simply amazing that by contributing...
Nov 8, 20231 min read
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Before asking 'What should I invest in?'​ ask 'What, when and how expensive are my goals?'
As a Financial Planner, one of the most common questions I get asked is 'What should I invest in?'. However, the answer to this question...
Oct 9, 20233 min read
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