How to thrive despite high inflation

12 December

The cost of living continues to rise, and many are feeling the pinch. However, there are ways to navigate and adapt to this challenging financial landscape. If you’re looking for practical solutions and workarounds to help you tackle higher...[Read More]

Rethinking wealth: beyond money

12 December

In today’s society, the notion of wealth extends beyond financial resources. As individuals seek a more balanced and fulfilling life, the concept of wealth has evolved to encompass various factors such as education, healthcare, job satisfaction,...[Read More]

Investment markets and key developments – Weekly market update 06-12-2024

12 December

Despite another week of geopolitical noise with the “fall” of the French Government, a few hours of martial law in South Korea and more noise around Trump, global share markets rose helped by solid US economic data and ongoing expectations for...[Read More]

Oliver’s insights – Goldilocks stayed for 2024, but what’s in store for investors in 2025?

12 December

Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and more geopolitical threats but not as bad as feared. As in 2023, returns were...[Read More]

The land of nod: exhausted Aussies sleeping on the job

12 December

Australians are so exhausted they’ve become less productive at work, chucking sickies or having a surreptitious nap on the job, according to new sleep data. Fifteen per cent of workers have admitted to taking a sneaky nap at work, while 30 per...[Read More]

Grocery giants ‘throw shoppers a bone’ for Christmas

11 December

Home cooks looking for a Christmas lamb should head to the major supermarkets to get the best bang for their buck, but Aldi remains the best value choice for the rest of their grocery list. An average basket of 14 common household items cost $50.63...[Read More]

Bridging the gap between old-school values and modern digital thinking

5 December

The rapid evolution of the digital world has created a cultural and generational rift, where traditional values rooted in face-to-face interactions and personal connections often clash with today’s fast-paced, technology-driven norms.  This...[Read More]

Investment markets and key developments – Weekly marketing update 29-11-2024

5 December

Despite lots of noise around Trump, including tariff posts, political uncertainty in France and another elevated inflation reading in the US, the combination of mostly solid US economic data, ongoing expectations for central bank rate cuts and news...[Read More]

The benefits of financial planning and personalised strategies

28 November

Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals.  Whether your aspirations are personal, such as...[Read More]

Taking a break during the festive season

28 November

There are countless countdowns everywhere, whether it’s for Christmas or the new year, and yet, when the festive season happens, it always comes as a bit of a surprise. Some people experience a touch of panic and get lost in the holiday rush....[Read More]

Tips for meaningful Christmas experiences with your family and friends

28 November

Christmas is a well-loved holiday people look forward to, but it’s also a time when there seem to be endless to-do lists, presents to buy, and parties to attend. In the end, most of us are left feeling worn out and even relieved that Christmas is...[Read More]

Some helpful tips to save money this Christmas

28 November

Christmas always brings with it a certain warmth and cheer, and yet these days, a lot of people are feeling the pinch financially. As Christmas approaches, people consider all the items they need to buy for friends and family. Because of the current...[Read More]

Investment markets and key developments – Weekly market update 22-11-2024

28 November

Against a backdrop of geopolitical risk and noise, high valuations for shares and an eroding equity risk premium, there is positive momentum underpinning sharemarkets for now including the “goldilocks” economic backdrop, the global bank central...[Read More]

What is meant by “wellbeing” and how do we achieve it?

21 November

When people come across the term wellbeing, they usually associate it with physical health. However, wellbeing also encompasses other aspects of a person, namely their mental, social and spiritual health. The reason wellbeing is so important is that...[Read More]

Oliver’s insights – Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

21 November

Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher, the budget deficit is worse, bond yields are higher and shares are more expensive. – He also faces...[Read More]