Blog

Traps to avoid in retirement - Leaving it too late to achieve your goals

Posted By John Cachia,
06/09/2019 10:54 AM
Most of us had retirement dreams, and couldn’t wait to finish work. So once retired, why haven’t we started ticking items off the bucket list? There’s no time like now for living your dreams. When...

The link between financial stress and mental health

Posted By John Cachia,
06/09/2019 10:52 AM
If you’ve ever laid awake at night thinking about your finances you’ll know: financial stress can be debilitating. What you may not be aware of is the strong link between financial stress and mental...

Investing in overseas shares

Posted By Chris Smith,
06/09/2019 10:50 AM
Like the idea of owning your own small part of some of the world’s largest and fastest growing companies? Maybe you want to tap into the growth potential of emerging economies, or get in early on the...

Five reasons to refinance your home loan

Posted By Levent Aldogan,
15/08/2019 15:37 PM
Many people treat their home loan as a set-and-forget, riding out whatever the original loan terms and prevailing interest rates dish up. They may be doing themselves a disservice, as there are...

Traps to avoid in retirement - Investing too conservatively

Posted By John Cachia,
15/08/2019 15:00 PM
There’s a common view that as you approach retirement you should tilt your investment portfolio towards more conservative investments. This means favouring things like term deposits, annuities and...

Don’t wait until your 60s to see a financial adviser

Posted By John Cachia,
30/07/2019 10:59 AM
Ask most 30 year olds who their financial adviser is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest,...

Traps to avoid in retirement - Going too hard too fast

Posted By John Cachia,
23/07/2019 15:29 PM
Retirement: you’ve made it! And one of the rewards for all your hard work is that you can now access your superannuation. Suddenly a world of opportunities opens up – a Caribbean cruise,...

The growth of ethical investing

Posted By John Cachia,
17/07/2019 19:31 PM
As we move towards a more sustainable future, we have noticed a shift in investor preferences towards ethically and socially responsible investments. Challenges such as climate change, equal pay and h...

Health insurance… yes or no?

Posted By Levent Aldogan,
15/07/2019 10:00 AM
The argument has been waged for many years - do I take out health insurance or do I invest the same amount each year and if I get sick, the money will be available (and it's earning me...

Tax rules do not treat all income equally

Posted By John Cachia,
08/07/2019 13:56 PM
Anyone who has completed their own tax return will know that the tax office treats different types of income differently. Bank interest is recorded in one section, dividends from shares in another...