The feeling of looking back at an old photo and acknowledging you did OK

7 March

In the maddening rush of life, you may find yourself looking for ways to improve your mood, alleviate stress, and enhance your sense of satisfaction.   One surprising yet effective strategy is immersing yourself in the nostalgic embrace of old...[Read More]

Ways to help your child with buying their first home

7 March

In today’s economic climate, it’s increasingly common to help your child with their first home.   In this article, we’re going to look at three options to help you do this.   Why not take a look at the pros and cons of each and choose the...[Read More]

Redefining Riches: Embracing a Holistic Vision of Wealth in the 21st Century

7 March

Wealth, traditionally measured by the yardstick of financial resources, has undergone a paradigm shift, mirroring the evolving values of today’s society. The contemporary concept of wealth transcends the accumulation of money, recognising that a...[Read More]

Oliver’s insights – 21 great investment quotes

6 March

Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. This note revisits a series on insightful quotes on investing I first started a...[Read More]

Millions of welfare recipients to get boost in payments

6 March

Australians on social security are set to receive more money in their pockets when payments are indexed. Those on the age pension, disability support pension and carer payment will pocket an extra $19.60 for singles and $29.40 for couples combined...[Read More]

A guide to managing personal finances

29 February

The importance of personal financial planning can’t be overstated, regardless of your age. Proper financial planning can offer a safety net for you and your family while giving you the freedom to make informed choices.   Many adults worry about...[Read More]

A seasonal home maintenance checklist to ensure your property is in the best condition all year long

29 February

A lot of property owners take a very casual approach to the upkeep and repair of their house or building. They usually wait for something to break, clog, overflow, leak, jam or fail catastrophically before addressing the problem. Others are...[Read More]

Oliver’s insights – Seven key charts for investors to watch – where are they now?

28 February

Key points – Shares have made it to record highs this year but after strong gains are a bit vulnerable to a near term pull back. – However, we remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is...[Read More]

Property investing – residential vs. commercial real estate

22 February

In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks.   Hence,...[Read More]

Why you need to do something you love every single day

22 February

Engaging in activities that you love is not only enjoyable but also offers a multitude of benefits that can enrich your life in various ways. So, if you’re on the fence about indulging one or some of your life’s passions, here are some...[Read More]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Saving for the Future: Building Financial Security Step by Step

15 February

In an era where the allure of instant gratification is stronger than ever, the art of saving money seems to be fading into the background. Yet, the truth remains: most of us have aspirations that extend beyond our immediate reach, be it a new car,...[Read More]

Ultimate Road Trip Checklist: Navigating Your Next Adventure with Ease

15 February

Planning a road trip can be an exciting adventure, offering a unique blend of freedom, discovery, and bonding opportunities. Whether you’re exploring familiar landscapes or venturing into unknown territories, preparation is key to ensuring a...[Read More]

Oliver’s insights – investment outlook Q&A

14 February

Recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics   Key points – Rate hikes have worked in helping slow inflation and rate cuts are likely this year. Expect a bumpy ride though. – The risk of...[Read More]

Understanding the five key areas of personal finances

8 February

When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection. Mastering these elements can be the difference between...[Read More]