With Love and Legacy: Guiding Our Aging Parents with Compassion and Care

25 April

Watching a parent age and come to terms with their diminishing independence is a profound and emotional journey, one that blends love, duty, and at times, uncomfortable pragmatism.    As children, the shift from being cared for to caring for is a...[Read More]

Ensuring Harmony and Legality: The Critical Role of Legal Advice in Family Estate Planning

25 April

Estate planning is a crucial but often challenging aspect of managing familial wealth and assets, particularly as parents age. The process involves making decisions about how to allocate assets such as businesses and property among siblings, which...[Read More]

‘Jam packed with love’: the story of the Anzac biscuit

25 April

Young digger Paul Teesdale Smith wrote to his girlfriend from Gallipoli, describing care packages filled with biscuits, peanuts, butterscotch, cigarettes and socks. “It’s wonderful how little things, no matter what they are, break the...[Read More]

Investment markets and key developments – Weekly market update19/4/2024

24 April

Global and Australian shares fell again over the last week on the back of concerns about an escalation of the war in the Middle East (as Iran attacked Israel and then Israel retaliated), US Fed officials added to expectations for a delay in rate...[Read More]

Planning Your Next Chapter: The Benefits and Timing of Transitioning to a Retirement Home

18 April

Transitioning into a retirement home is a significant life decision that involves careful planning and consideration.    As people age, their living needs change, and moving into a retirement home can offer numerous benefits. Here are the top 10...[Read More]

Maximising space and value: Top 10 home renovation tips

18 April

Renovating your home to increase space and add value requires strategic planning, creativity, and a focus on key areas that potential buyers or valuers find appealing.    Here are the top 10 tips to guide you through this process:   Plan and...[Read More]

How to thrive despite higher inflation

18 April

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]

Oliver’s insights – Israel/Iran fears and rate cut uncertainty – shares are vulnerable to a bout of volatility but here’s five reasons why the trend will likely remain up

18 April

Key points – After strong gains, shares are vulnerable to a pull back or more volatile/constrained returns than seen so far this year. – The key threats at present are Iran’s attack on Israel which risks escalating the war in the Middle East,...[Read More]

Investment markets and key developments – Weekly market update 12/04/24

18 April

Shares had another rough ride over the last week as higher than expected US inflation saw expectations for Fed rate cuts pushed out further, and reports of imminent strikes by Iran on Israel in retaliation for an attack in Syria pushed US shares...[Read More]

Reasons why early estate planning is crucial

11 April

Estate planning is an essential yet often overlooked aspect of financial planning. For many Australians, it is seen as something to be dealt with later in life, if at all.   However, estate planning should begin as early as possible to ensure a...[Read More]

Unlocking Productivity: Strategies for Overcoming Obstacles and Boosting Self-Motivation

11 April

In our fast-paced world, it’s not uncommon to find ourselves overwhelmed by tasks, deadlines, and personal commitments. This avalanche of responsibilities can often leave us feeling stuck, struggling to tick items off our to-do...[Read More]

Caravan lifestyle in Australia

11 April

A rising number of Australians are searching for alternative life experiences that provide them with a sense of independence from city life and a connection to nature.   Caravan living can be for you if you’re looking for new experiences or wish...[Read More]

Investment markets and key developments – Weekly market update 05/04/24

11 April

Global sharemarkets were under pressure, with a lot of volatility this week. Good news on economic data was somewhat bad news for markets early in the week. Signs of a stronger US economy questioned market pricing of ~3 Fed rate cuts by end-2024...[Read More]

Oliver’s insights – Seven things you need to know about the Australian property market

11 April

Key points – The Australian housing market remains far more complicated than optimists and doomsters portray it to be. – Australian housing is expensive and highly indebted; but it’s very diverse; mortgage arrears remain low; interest rates...[Read More]

Harmonising Guidance and Friendship: The Art of Parenting with Heart

4 April

Navigating the dual roles of being a parent and a friend to your children presents a unique set of challenges and opportunities. This delicate balance requires careful consideration of boundaries, communication, and emotional intelligence.    The...[Read More]