Financial advice: What people really think
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
Financial advice: What people really think Read More »
Freedom from worry
GESB (West State) Super retirement planning: HPH Solutions case study
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
GESB (West State) Super retirement planning: HPH Solutions case study Read More »
Different horizons for successful investing
Rather than acting on worrying sentiments in the news, leave the markets to do the worrying and instead focus on the horizons that are meaningful to you
Different horizons for successful investing Read More »
2018 Year in Review – Markets and Headlines
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year-end was
2018 Year in Review – Markets and Headlines Read More »
Should you be spending less on managing your investment portfolio?
Even the most well-intentioned financial adviser shouldn’t try to custom-build direct share portfolios. The odds are stacked against them and their clients.
Should you be spending less on managing your investment portfolio? Read More »
Living with Volatility, Again
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung back the other way.
Living with Volatility, Again Read More »
Personal Insights on Financial Planning
It’s always nice to get personal insights on financial planning from people who have experienced the benefits. This video shares insight of this kind
Personal Insights on Financial Planning Read More »
Values-based retirement planning
Financial security is extremely important, but financial resources alone will not guarantee a rich and rewarding life in retirement.
Values-based retirement planning Read More »
Retirement expectations
It is not uncommon for individuals to experience many ambivalent feelings towards retirement because of the significant transitions they anticipate.
Retirement expectations Read More »
How much should I save for retirement?
Considering the high uncertainty of income, portfolio returns, and spending needs it is challenging to determine how we should approach our savings. Read on.
How much should I save for retirement? Read More »
2018 Federal Budget Brief
Here’s a roundup of some of the key proposals put forward in last night’s Federal Budget. We take a look at how they might affect your financial goals.
2018 Federal Budget Brief Read More »
Are you a financial fashion victim?
Much of the media & financial services industries depend on trends to keep investors buying new “stuff”. Don’t want to be a victim? Read on …
Are you a financial fashion victim? Read More »
Federal Budget 2017
First home savers, downsizers and small businesses are the winners in Scott Morrison’s second Budget – while taxpayers face an increased Medicare levy
Federal Budget 2017 Read More »
The Power of the Market
A lot of people talk about the market, but what does that mean? The financial market is made up of millions of participants, many just like you. Buyers and sellers
The Power of the Market Read More »
What to do about Brexit
Market volatility is undesirable, but it’s not new. The portfolios we recommend are so well diversified, they are built to withstand all sorts of market events.
What to do about Brexit Read More »