5 ways to spend your tax refund

July 25, 2018

Thousands of Australians receive tax refunds every year. Some refunds won’t even cover the cost of a pizza to celebrate, however many are quite substantial. If you’re one of the lucky ones, what will you do with your tax windfall? If you go out and spend it, all you’re doing is giving part of it...

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The Difference the Right Financial Advisor Makes

June 20, 2018

    Now and Then By Dave Goetsch Dave Goetsch, Executive Producer of  The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis. Seeing all the recent headlines about the sudden downturn in the stock market has transported me back...

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Royal Commission: 12 questions to ask your advisor now

May 9, 2018

As the Royal Commission continues to unearth disturbing examples of bad financial practice, people could be forgiven for thinking that all advisers are tarred with the same brush.  However, the majority of financial advisers are hard-working professionals who do a great job and their clients are happy with them. Actively engaging the services of a...

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Rainy Day Investing

April 10, 2018

Australia, earth’s driest continent, experienced national rainfall in 2017 that was 8% above the historical average. The year was the 30th wettest on record, according to the Bureau of Meteorology. But the story is more complicated than that.   While rainfall on a national basis was much higher than normal, the downfalls were concentrated in the...

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Health Insurance: Cut or Keep?

March 21, 2018

Did you know, 47% of Australian’s have hospital cover and 56% have extras cover with the average annual premium $3,388. A recent survey by finder.com.au also uncovered that a number of people are considering cancelling their health insurance with the primary reason being the rising premium cost – maybe you’ve considered it too? We regularly hear on...

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Investment market update: What you need to know

February 7, 2018

You may have noticed an increase in stock market volatility this week as the Aussie share market followed a sell-off in America resulting from concerns that interest rates would rise faster than predicted along with unexpected inflation data. As usual, the media jumped at this opportunity to scare the general public. It’s normal for markets...

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

January 24, 2018

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and...

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New Year, New You!

December 27, 2017

Like a lot of people, you have probably made New Year resolutions or promises to yourself that you will change those parts of your life you’re not happy with. And chances are that you have let yourself down by not acting on those promises, or quickly fallen back into old habits. One of the reasons...

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Warmest Wishes & Merry Christmas 2017!

November 28, 2017

In warm appreciation of our association, we extend our best wishes for a happy festive Season and a New Year filled with peace, joy and success! Warmest wishes, Peter, Melissa, Andrew, Chris and Sophie. 

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Set yourself for success with these 7 key steps

November 8, 2017

The months seem to fly past in a blink of an eye and although it feels like we were celebrating Christmas just a few months ago, it’s looming on the horizon again – another year gone! Almost every year we see changes to our superannuation system, interest rates, the stock market and the property market....

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