22
October
2024
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min read
Oil & Gas Sector Wrap: Key stock picks

Adrian Prendergast
Senior Analyst
22
October
2024
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min read
Mining Sector Wrap: Key stock picks

Nicholas Rawlinson
Analyst
Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.
22
October
2024
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min read
Industrials: Key stock picks from Reporting Season

Liam Schofield
Analyst
Within the context of recent trading performance, implied multiples, and estimated TSR, we call out RPL, QAL and MGH our key picks post results.
22
September
2024
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min read
Financial Services: Key stock picks from Reporting Season

Richard Coles
Senior Analyst
Overall, it proved to be a strong reporting season across the board, with most company results meeting or beating expectations. Our focus remains on several standout picks: QBE, SUN, and CGF.
22
September
2024
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min read
Consumer Discretionary: key stock picks from Reporting Season

Alexander Mees
Head of Research
Uncover the best consumer discretionary stocks from the reporting season, focusing on growth and value opportunities.
20
September
2024
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min read
MPIR increases to 8.38%

Sophie Doyle
Retirement & Aged Care Specialist
This rate applies to people who move into residential care (or move to a new provider) from 1 October 2024 to 31 December 2024 or clients NOT assessed as low-means, who voluntarily move rooms during this period.
22
September
2024
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min read
Investing for a better tomorrow: Align your portfolio with your values

Kylie Harding
Principal/Investment Adviser
Align your portfolio with sustainable investments that reflect your values and create a better future.
2
November
2024
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min read
5 Must-Ask Questions Before You Retire

James Fulton-Kennedy
Financial Planner
As you approach retirement, it's crucial to address several key questions to ensure your savings and investments are aligned with your long-term goals.
23
July
2024
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min read
Three Aged Care mistakes you should avoid.

Sophie Doyle
Retirement & Aged Care Specialist
Navigating the transition into residential aged care can be a daunting process, often fraught with complicated rules, family conflicts and tight timeframes.
20
June
2024
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min read
Role of a Financial Advisor in the separation process

Kylie Harding
Principal/Investment Adviser
13
June
2024
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min read
Could a Self-Managed Super Fund Be Right for You?

Kylie Harding
Principal/Investment Adviser
Examine the benefits and challenges of an SMSF to determine if it's the best option for your retirement.
13
May
2024
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min read
How to Avoid Investment Scams: A Guide for Investors

Kylie Harding
Principal/Investment Adviser
13
May
2024
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min read
Wealth Growth Strategies 101: 5 Key Investment Approaches for Every Investor

Kylie Harding
Principal/Investment Adviser
20
May
2024
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min read
Top Tips: How to Choose the Right Financial Adviser for Your Needs

Kylie Harding
Principal/Investment Adviser
In a world where financial decisions can have long-lasting impacts on our lives, having the right financial adviser by your side can be invaluable. Whether you're planning for retirement, saving for a big purchase, or navigating the complexities of investments, a financial adviser can offer tailored advice to help you meet your goals.
13
April
2024
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min read
Navigating Through Rising Tides: The Impact of Inflation on Investments

Kylie Harding
Principal/Investment Adviser
Understand how inflation affects investment strategies and learn ways to navigate rising economic pressures.
2
April
2024
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min read
The Importance of Women's Financial Education

Kylie Harding
Principal/Investment Adviser
13
April
2024
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min read
The Top 5 Investment Mistakes to Avoid

Kylie Harding
Principal/Investment Adviser
Whether you're a seasoned investor or just starting out, being aware of common investment mistakes can help you make smarter decisions and protect your portfolio.
13
March
2024
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min read
The Power of Patience: Unlocking Success with a Long-Term Investment Mindset

Kylie Harding
Principal/Investment Adviser
Amidst the frenetic pace of today’s financial markets, the clamour for quick gains often drowns out the wisdom of long-term investing.
13
March
2024
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min read
The Importance of Investment Diversification

Kylie Harding
Principal/Investment Adviser
Discover why diversification is key to reducing risk and maximizing returns in your investment portfolio.
20
March
2024
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min read
Empowering Women Investors: Building Long-Term Wealth

Kylie Harding
Principal/Investment Adviser
Discover strategies for women investors to grow wealth, achieve financial independence, and bridge the gender investment gap.
20
February
2024
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min read
Are you making these common money mistakes?

Kylie Harding
Principal/Investment Adviser
Despite our best intentions, it’s all too easy to fall prey to financial missteps throughout our lives. Among the most common money mistakes people make, six stand out for their potential to significantly derail financial well-being.
13
January
2024
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min read
How do you feel about Financial Advisers? Qualities distinguishing a good Adviser from the rest.

Kylie Harding
Principal/Investment Adviser
Financial Advisers play a crucial role in guiding individuals and businesses toward sound financial decisions, helping them achieve their goals and secure their future.
20
January
2024
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min read
Discussing Finances as a Couple

Kylie Harding
Principal/Investment Adviser
It's no secret that finances can be a sensitive topic, especially when it comes to discussing them with your significant other. However, avoiding these conversations can lead to issues and conflicts down the line. So how can you have productive discussions about money as a couple? Here are some tips.
13
December
2023
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min read
The Future of Investing: 2024 Stock Market Trends and Opportunities

Kylie Harding
Principal/Investment Adviser
Explore key stock market trends and opportunities for 2024 to stay ahead in an evolving investment landscape.
13
December
2023
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min read
How the Bucketing Strategy Can Help You Prep for Retirement

Kylie Harding
Principal/Investment Adviser
Learn how the bucketing strategy can help you prepare for retirement and achieve financial security.
24
December
2023
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min read
How To Expose Your Portfolio To AI

Kylie Harding
Principal/Investment Adviser
As AI continues to advance and reshape our world, it presents an exciting opportunity for business and early adopting investors.
24
November
2023
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min read
How Social Media Has Influenced Today's Investors

Kylie Harding
Principal/Investment Adviser
Social media has democratised access to financial information, leading to a significant shift in investing strategies and methods.
20
November
2023
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min read
Diversify Your Investments: The Secret to Enjoying Strong Returns

Kylie Harding
Principal/Investment Adviser
Discover how diversification strengthens your portfolio, reduces risks, and positions you for steady financial growth over the long term.
20
November
2023
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min read
Socially responsible investing

Kylie Harding
Principal/Investment Adviser
Investing in sustainable and socially responsible companies has gained significant popularity in recent years. This approach to investing not only aims to generate financial returns but also seeks to have a positive impact on society and the environment.
13
November
2023
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min read
Empowering the Next Generation's Financial Journey: A fresh approach

Kylie Harding
Principal/Investment Adviser
Discover fresh approaches to empowering the next generation's financial journey with practical tips and guidance.
13
October
2023
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min read
Overcoming Financial Hurdles: A Women's Journey Following Separation and Divorce

Kylie Harding
Principal/Investment Adviser
Explore strategies to overcome financial challenges faced by women following separation and divorce.
13
October
2023
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min read
Inheritance and Estate Distribution Challenges: Navigating the Complexities

Kylie Harding
Principal/Investment Adviser
Navigate the complexities of estate planning and inheritance to ensure fairness and financial security.
2
September
2023
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min read
Female Economic Abuse in Relationships

Kylie Harding
Principal/Investment Adviser
Learn about the hidden issue of economic abuse in relationships. Empower yourself with knowledge and steps toward financial safety.
13
September
2023
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min read
Why Millennials Should Consider SMSFs for a Wealthy Retirement

Kylie Harding
Principal/Investment Adviser
Discover why Millennials should consider Self-Managed Superannuation Funds (SMSFs) for greater control and a wealthier retirement future.
2
September
2023
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min read
Women's Journey to Financial Freedom

Kylie Harding
Principal/Investment Adviser
Learn how women can achieve financial freedom through strategies that break dependence and build security.
13
September
2023
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min read
Unveiling the Growing Epidemic of Financial Elder Abuse

Kylie Harding
Principal/Investment Adviser
Uncover the growing issue of financial elder abuse and ways to protect vulnerable individuals from exploitation.
23
May
2024
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min read
An easy guide to Aged Care fees

Sophie Doyle
Retirement & Aged Care Specialist
Confused about aged care fees and what it all means? You are not alone. In this article we simplify the basics of aged care fees for you.
24
March
2024
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min read
On 1st April 2024 MPIR decreases to 8.34%

Sophie Doyle
Retirement & Aged Care Specialist
The MPIR is expected to take a slight decrease next quarter, with the rate expected to be set at 8.34% per annum from 1 April 2024.
24
February
2021
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min read
ESG – aligning investing and ethical values

Brad Burns
Private Client Adviser
This piece discusses the concept of ESG negative screening and how to utilise it effectively within a Not-For-Profit or ESG focused investment portfolio.
20
December
2023
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min read
MPIR increasing to 8.38%

Sophie Doyle
Retirement & Aged Care Specialist
Understanding the implications of the Maximum Permissible Interest Rate (MPIR) rise to 8.38% for aged care residents.
13
November
2023
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min read
Signs a parent needs help

Sophie Doyle
Retirement & Aged Care Specialist
24
June
2023
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min read
Be aware and avoid elder abuse

Sophie Doyle
Retirement & Aged Care Specialist
The statistics on elder abuse are alarming, with up to 16%* of older Australians estimated to be suffering elder abuse each year.
23
May
2023
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min read
Aged Care might not need a large lump sum

Sophie Doyle
Retirement & Aged Care Specialist
Understanding how aged care accommodation payments work and getting advice on your options can help to avoid the panic of trying to find a large lump sum.
20
December
2022
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min read
The festive season brings together families and important decisions

Sophie Doyle
Retirement & Aged Care Specialist
Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children notice changes in their ageing parents and can also be a time for parents to take control over their future with advice and family discussions.
23
July
2020
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min read
NSW land tax Aged Care and the family home

Sophie Doyle
Retirement & Aged Care Specialist
Families are faced with many so many decisions when a loved one can no longer lived independently to move into permanent care.