Embracing your retirement journey: 10 heartfelt tips for a fulfilling future

13 March

Approaching retirement can stir a mixture of excitement and anxiety. It’s a significant milestone—filled with opportunities to finally pursue dreams, passions, and enjoy life at your own pace.  However, it can also feel overwhelming,...[Read More]

Selling your business: key considerations & tips for success

13 March

Selling a business is a significant decision that requires careful planning, strategic timing, and expert guidance.  To maximise the value of your business and ensure a smooth transition, consider these essential factors and seek professional...[Read More]

Market volatility: why time in the market beats timing the market

13 March

Share market volatility is a natural and inevitable aspect of investing.    While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed...[Read More]

Navigating redundancy: why financial advice is essential and 10 tips for getting help

13 March

Losing a job due to redundancy is rarely part of anyone’s career plan. Yet, for many Australians, it is a reality that can bring about uncertainty, stress, and financial concerns.  While some may view redundancy as a setback, others may see it as...[Read More]

Oliver’s insights – Share market falls – seven key things for investors to bear in mind

13 March

Key points: Share markets have fallen sharply in recent weeks as uncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time when share market valuations were stretched. It’s still too...[Read More]

Women lack confidence when it comes to retirement funds

12 March

Women are less confident than men that they will have a comfortable retirement, with only 34 per cent feeling prepared for life after work. A survey of 2250 Australians revealed that more than three in five women (62 per cent) felt they would be...[Read More]

Butchers, bakers and makers better off in the bush

6 March

Butchers, bakers and smallgoods makers are better off living in the country, with research showing workers across nearly 100 occupations can get more bang for their buck in the bush. City-based teachers, mechanics, general practitioners, chief...[Read More]

Oliver’s insights – Australian home prices turning back up again

6 March

Key points CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. The upswing came in anticipation of, and then confirmation of, an RBA rate cut which boosted buyer confidence. Annual...[Read More]

Building wealth with investment properties: the right strategy and insurance for success

6 March

For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]

Smart ways to invest using an SMSF

6 March

A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options.  To maximise long-term returns and financial security, it is essential to understand the...[Read More]

Top 10 concerns of retirees and how financial planners can help

27 February

Retirement marks the beginning of a new chapter—one filled with opportunities for relaxation, travel, and spending time with loved ones.  However, it also brings unique challenges and uncertainties that can impact financial security and overall...[Read More]

Oliver’s insights – The seven key charts for investors to keep an eye on

27 February

Key points So far shares have been relatively resilient, but uncertainties are mounting particularly around Trump’s policies. We remain upbeat on a 12-month view but expect a rougher more constrained ride this year for shares, with a 15% plus...[Read More]

Aussie retirees tipped to join world’s wealthiest

27 February

Australian retirees could become the richest in the world, according to new research. As a voice for more than 11 million Australians, the Super Members Council says the nation’s pension assets will surpass the UK’s in 2030 and Canada’s by...[Read More]

Super funds to make their investment case in Trump’s US

27 February

Australians’ $4 trillion worth of retirement savings could be used as leverage to gain a foothold into the world’s biggest investment market, as industry leaders aim to make a case for more opportunities. A delegation of Australia’s...[Read More]

Conquering common fears: how accountants help small business owners thrive

20 February

Starting and running a small business is both rewarding and challenging. While the independence and potential for growth are appealing, small business owners often face numerous fears that can keep them up at night.  From financial instability to...[Read More]