Insights

Articles, tips, commentary, and news from our team.

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Active or Index Funds: What’s Your Best Bet?

Is it worth paying more for active investment management? In this article we explore the intricacies of investing by comparing active management and index funds. We uncover the factors influencing fees and performance dynamics, gaining valuable insights for informed investment decisions.

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Quarterly Economic Update: October to December 2023

Our latest economic update covers inflation, interest rates, holiday sending and the Australian property market.

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The hidden gem of travel insurance

Travel insurance can be a lifeline when facing the unpredictability of travel. This article discusses the common misconceptions many of us have with travel insurance, reiterates the importance of understanding exclusions, and includes two case studies.

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A Self-Employed Superannuation Guide

This article explores superannuation for the self-employed, defining who a self-employed person is, and highlighting the shocking statistics on how few contribute to super. It also provides insights into the benefits of super for the self-employed and uses a simple roadmap to explain how to get started.

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Nailing your job hunt: A guide for school leavers

In this article, we share vital tips for school leavers entering the job market, emphasising the importance of soft skills, resilience, digital literacy, and a schmick resume.

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5 key steps to financial success

Embarking on a financial planning journey can often seem like navigating uncharted waters, but with a strategic approach and clear guidance, you can set sail toward a future of financial stability and prosperity.

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Post Christmas Sales: A Survival Guide

This article explores the allure and pitfalls of post-Christmas sales, highlighting the importance of discernment and strategic planning when making purchases.

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The challenges of being a carer

This article examines a real-life case to reveal how caregivers juggle financial pressures and emotional challenges. It stresses the importance of caregivers looking after their own well-being, offering practical advice on accessing vital financial assistance.

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Fortify your Finances: A Recession Survival Guide

We explore how you can protect your finances against the impacts of an economic recession.

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Roadmap to retiring young

We discuss the aspiration of early retirement and emphasise the importance of careful planning and dedication to achieve this goal.

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Quarterly Economic Update: July – September 2023

A brief round up of the economic news for the September quarter of 2023.

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Thinking About Switching Mortgage Lenders? Consider This First

We caution you to do your research before switching home loans and provide some alternatives to consider.

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