Thought Leadership
3
April
2025
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min read
Financial Independence: A Woman’s Guide to Empowerment
Kylie Harding (AR: 000259299)
Principal/Investment Adviser
Discover how financial empowerment can transform your life. Learn key steps to financial independence, from understanding your financial identity to building a solid investment strategy. Contact Kylie Harding for personalised advice.
30
October
2024
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min read
Oil & Gas Sector Wrap: Key Picks
Adrian Prendergast (AR: 001000776)
Senior Analyst
30
October
2024
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min read
Mining Sector Wrap: Key Stock Picks
Nicholas Rawlinson (AR: 001309278)
Analyst
Most results were thereabouts against expectations which saw the sector perform broadly in line with the index. Top picks are ALQ and CVL.
30
October
2024
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min read
Industrials: Key Stock Picks
Liam Schofield (AR: 001296525)
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.
30
September
2024
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min read
Financial Services: Key Stock Picks from Reporting Season
Richard Coles (AR: 001007378)
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.
3
September
2024
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min read
Top Consumer Stocks from Reporting Season
Alexander Mees (AR: 001289080)
Head of Research
Uncover the best consumer discretionary stocks from the reporting season, focusing on growth and value opportunities.
30
September
2024
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min read
MPIR Increases to 8.38%
Sophie Doyle (AR: 000470612)
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.
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.
17
November
2024
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min read
5 Key Questions for Retirees
James Fulton-Kennedy (AR: 001237196)
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.
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