Investing Fundamentals
3
June
2025
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min read
The Memory Dividend: Experiences vs Possessions
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
Inspired by Bill Perkins' "Die with Zero," learn how strategic spending on experiences, like family adventures, creates a "memory dividend" that appreciates over time.
30
June
2025
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min read
SMSF Succession: Keeping Family Wealth in the Family
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
Discover how a high-net-worth client leveraged a Self-Managed Super Fund (SMSF) to gain investment control, optimise taxes, and secure their financial future.
12
May
2025
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min read
Finding Resilience in Challenging Markets
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
Warren Buffett’s timeless wisdom reveals the truth behind today’s market downturn. Learn how to spot hidden risks, seize undervalued opportunities and build a portfolio that thrives, no matter the tide.
17
May
2025
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min read
In The Spotlight: Epiminder
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Damon Kitney
Journalist
Doctor Rohan Hoare will forever remember Easter 2025 for the celebrations that took place at 9.39am on the morning of Friday, April 18.
17
May
2025
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min read
Unlocking the benefits of the downsizer contribution
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Introduced in July 2018, the Downsizer Contribution originally allowed individuals aged 65 and over to make a personal superannuation contribution of up to $300,000 using the proceeds from the sale of their home.
10
September
2024
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min read
Are Tech Stocks in a Bubble?
Ken Howard (AR: 000259290)
Private Client Adviser
With the market heading back to record highs, it leads me to ponder my next move. Is the market so buoyant and frothy that I need to be concerned about a bubble?
30
September
2024
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min read
Investing for a Better Tomorrow
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
Align your portfolio with sustainable investments that reflect your values and create a better future.
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30
September
2024
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min read
The Benefits and Risks of Granny Flats
Sophie Doyle (AR: 000470612)
Retirement & Aged Care Specialist
Ganny flat arrangements offer a clever solution, letting families live together and assist each other without the need for complex agreements.
28
June
2024
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min read
Role of a Financial Adviser in the Separation Process
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
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