Make the most of EOFY: super strategies to discuss with your financial adviser

15 May

As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings.  Whether you’re looking to grow your superannuation,...[Read More]

Unlocking the Value of Your Home Loan: The Importance of Refinancing

8 May

For many, a home loan is one of the largest financial commitments they’ll ever make. Yet, it’s not something most people revisit often enough. Whether you’re paying off credit cards, dreaming of a kitchen renovation, or wondering if your...[Read More]

Navigating a career change with financial confidence

1 May

Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges.  Whether you’re pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]

Fraud warning from ‘gold squad’ as price hits new high

30 April

If a gold deal sounds too good to be true, it almost certainly is. As gold reaches the record price of more than $5300 an ounce, the Perth Mint and WA Police are warning buyers of an increase in counterfeit gold. Fake gold bars and coins are being...[Read More]

Saving for the future: building financial security

24 April

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]

Investing can be a roller coaster: 3 tips for riding the ups and downs

17 April

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]

What does ethical investing mean and how does it relate to ESG investing?

10 April

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

The difference between bananas, stocks and bonds

10 April

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]