We congratulate our Financial Planning Associate Chris Runge who is progressing through his Professional Year, which is part of his ongoing development.  The year long program consists of workplace training and other activities intended to develop Chris’ professional competence in providing financial advice. We are pleased to support Chris through this journey and look forward to […]

A recent study suggests our biological age itself doesn’t change at a uniform rate, but seems to increase in spurts at specific times in our lives.A quick reminder: our chronological age is how old we are in terms of how long it has been since we were born, whereas our biological age relates to how […]

The former RBA Governor says Australia is obsessed with interest rates like no other country, and it is distracting us from bigger issues. Australia is obsessed with interest rates like no other country, and it is distracting us from tackling more pressing challenges, like productivity, which would have a greater impact on the cost of […]

It is unusual that major U.S. equity indexes finish a calendar year in the green after seeing a steep drop. Much to the surprise of many on Wall Street, the S&P 500 has managed to erase all of its losses from earlier in the year, and the Dow Jones Industrial Average is not far behind. […]

With recent headlines dominated by global trade tensions, many investors are understandably uneasy about the resulting market volatility. As major economies engage in tariff disputes, markets have reacted with short-term turbulence—something that often grabs attention and stirs concern. But volatility is not new, nor is it unusual. In fact, it is part of what makes […]

But it could be a long road to get there. Warren Buffett gave an interview to Forbes in 2017 where he made a bold prediction. The prediction? The Dow Jones Industrial Average would eclipse 1 million at some point over the next 100 years. 1 million??? At face value, it seemed ridiculous. The Dow was […]

The psychological shift from saving to spending in retirement The narrative of a miserly, Scrooge-like figure hoarding his wealth for years instead of enjoying his retirement might seem unbelievable—but unfortunately, it is not relegated only to fiction. It is a cold reality for many retirees. Although most retirees’ stories are not as dramatic as Scrooge’s, […]

Think you have been scammed? These steps will help you take action to limit the damage. Know you are not alone, and you can recover from this. There is support available, if and when you need it. Act fast if you’ve been scammed If you’ve been scammed, follow these steps to take action. Don’t send […]

We all know there is an acute rental housing shortage. It is getting worse, not better. One of the most fundamental responsibilities of a government is to be able to ensure that the essentials of life are available to those that they are elected to look after. Housing is one of those most basic needs. […]

Hopes that we had seen the peak of inflation in March were dashed again as Australia’s inflation rate reaches 6.1% – the fastest annual increase in 21 years. This latest data will inevitably lead to further interest rate rises in the coming months.  Share markets around the world are reacting to the rising inflation numbers […]