Appreciating our partnerships: Thank you for being part of our year

27 November

As the year draws to a close, we want to extend our sincere appreciation to you – our valued clients.  The festive season is a wonderful time to reflect on the relationships and partnerships that have shaped our year, and we are truly grateful...[Read More]

Your Pre-Christmas Checklist: A smooth & stress-free guide

27 November

The countdown to Christmas has officially begun, and with it comes the excitement—plus the inevitable rush—to get everything organised before the big day.  Whether you’re hosting, travelling, giving gifts, or simply looking to unwind, this...[Read More]

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

27 November

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]

Investing can be a roller coaster: some tips for riding the ups and downs

27 November

Investing is rarely a smooth ride. Markets rise, fall, and sometimes loop-the-loop, leaving even the most seasoned investors feeling queasy.  Just like a roller coaster, the ups can be exhilarating, but the drops can be nerve-wracking. The key to...[Read More]

Strategies for adult children moving out of home

27 November

The rising cost of living has become a significant challenge for adult children living at home and aspiring to move out.  In many parts of the world, particularly in Australia, the cost of housing, groceries, transportation, and utilities has...[Read More]

The adult’s guide to embracing superannuation

27 November

Being young comes with a whirlwind of experiences and financial priorities, often pushing thoughts about retirement and superannuation to the back burner.    Initially, for many young individuals, superannuation feels like a distant concern,...[Read More]

Spin the globe: Festive-season travel inspiration for every age

27 November

There is a unique magic to travelling during the festive season—a time when cities sparkle, markets hum with colour, and coastlines glow beneath long summer evenings.  For travellers dreaming of a holiday escape, imagine placing a finger on a...[Read More]

Oliver’s Insights – Housing affordability at a record low – here’s four key ways to fix it

26 November

Key points With the latest surge in home prices relative to incomes housing affordability is at a new record low. This is adding to a slide in home ownership and rising inequality. The key to sustainably improving housing affordability is to...[Read More]

Spinning the globe for a travel destination for retirees

20 November

Retirement — a new chapter, not of slowing down, but of savoring life more deeply. For many, it’s a long-awaited invitation to finally explore the world on your own terms: unhurried, curious, and open to wonder. And what better way to begin than...[Read More]

Benefits of yoga and pilates for people of all ages

20 November

Yoga and Pilates offer numerous benefits for people of all ages, including those leading into and during retirement.   Improved Flexibility: Both Yoga and Pilates involve stretching exercises that can help improve flexibility. This is particularly...[Read More]

10 tips to secure your home before going on a holiday

20 November

Preparing your home before a holiday keeps it secure and ensures peace of mind while you’re away.  Here are the top 10 tips for getting your house in order before leaving.   Secure Doors and Windows: Ensure all entry points, including doors,...[Read More]

10 Factors to consider in commercial real estate investment

20 November

When considering the purchase of commercial property, it’s crucial to take a strategic approach, as the implications of your decisions can significantly affect your financial outcomes.    Here are some key factors to consider:   Top 10 Factors...[Read More]

10 reasons why consulting a specialist insurance broker or adviser is essential when your business is your family farm

20 November

Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood.  Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]

Oliver’s Insights – Share market wobbles – what are the negatives and positives?

20 November

Key points Rich valuations, AI bubble worries and uncertainty about central bank rate cuts are the main negatives for shares at present and could see recent falls extend further. Against this though, global profit growth remains strong and...[Read More]

A generational guide to minimising tax throughout life

13 November

Tax isn’t just a yearly chore — it’s a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being.  Each stage of life presents...[Read More]