There is no magic age at which to retire. But what’s important is to plan for a longer retirement than you may expect. This is in part because ... Read More
Three reasons to err on the side of optimism as an investor
Introduction The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking that it’s become even more ... Read More
The importance of rebalancing
Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your ... Read More
Should you fix your home loan?
Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty ... Read More
What is gazumping and how to prevent it happening to you
Picture the scene. You’ve found your dream home—a short stroll to the local schools, close to a leafy park to walk the dog and on a quiet ... Read More
How to invest responsibly and ethically
If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you. Almost 9 in 10 (89%) ... Read More
An investment gift for growing children
Investing for your kids is a long-lasting investment in their future. Buying meaningful gifts for children can be challenging sometimes. So, what ... Read More
Understanding your investment options
Investing is full of jargon and technical terms, making getting started or managing your investments seem intimidating. Here are some of the key terms ... Read More
When you need a will and who can help
Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes ... Read More
How to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your ... Read More
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