If you think you’d never fall for a scam, read this…

By admin • September 18th, 2019
If you are aged over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised investment fraud. This isn’t necessarily because your demographic is particularly gullible. Rather, it’s because you’re more likely to control higher levels of wealth, perhaps as […]

8 handy tips for travelling overseas

By admin • September 9th, 2019
Even for seasoned travellers there’s a little bit of magic involved in hopping on a plane in Australia today and disembarking in a far-off destination like Istanbul or London tomorrow. For most people their travels will be a safe and wonderful experience, but things can go wrong. While you can’t control everything, a little bit […]

Traps to avoid in retirement – Going too hard too fast

By admin • September 2nd, 2019
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, major home renovations or maybe helping your kids reduce some of their debt. Of course, you deserve to celebrate your retirement, but […]

When to start talking money with kids

By admin • August 29th, 2019
If you want your kids to get into good habits with money, when should you start teaching them about it? Are the pre-school years too soon for pocket money and chats about spending money online? Aussies may have a natural reserve when it comes to talking money. But as parents, teaching our kids to be […]

What are the different types of economic indicators?

By admin • July 2nd, 2019
Understanding how economic indicators can assist with predicting future performance of an economy. An economic indicator is a statistic about economic activity. Economic indicators help paint a picture of how an economy is performing and assist with predictions of future performance. Examples of key economic indicators are gross domestic product (or GDP) which is a […]

What are the different types of investment styles?

By admin • July 2nd, 2019
Share fund managers generally adopt a particular investment style and different investment styles can perform well in different market environments. So, what is the best investment style for the current environment? This isn’t an easy question to answer and the process is complicated by the ever-expanding range of investment styles. Some of the key investment […]

How much Income do you need in Retirement?

By admin • July 2nd, 2019
Many people will say that they are dreaming of retirement, but some are not taking the necessary action to make it a reality. In fact, there are not too many people who know the answer to a straightforward question: How much income do you need in retirement? Let’s take a look at what the Association […]

An illustration of the need to diversify

By admin • July 2nd, 2019
Schroders produces a wall poster each year that shows the relative performance of all asset classes from the past 20 years. It’s one of the most popular items we provide to clients because it serves as a stark reminder of the role diversification plays in portfolio construction. This year’s table is ever more striking, given […]