Investing
Property investing: the similarities & differences between residential & commercial real estate
16 October
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Navigating a career change with confidence
9 October
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges. Whether youâre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
Hot topics in commercial property and the importance of advice
25 September
The commercial property sector continues to be one of the most dynamic and closely watched areas of investment. With shifting economic conditions, evolving workplace trends, and increased regulatory scrutiny, staying informed has never been more...[Read More]
Commercial property: dos, donâts, and the importance of professional advice
11 September
Investing in commercial property can be a powerful way to build wealth, generate stable income, and diversify your portfolio. Unlike residential real estate, commercial property comes with unique opportunities as well as specific challenges that...[Read More]
Tax time: why planning and professional advice matter
21 August
As we move into another financial year, many people view tax as a once-a-year obligation â gather receipts, lodge a return, and move on. But the reality is that effective tax planning is a year-round process, and it can make a significant...[Read More]
Understanding generational traits and financial advice needs: a guide to supporting every life stage
31 July
Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to todayâs digital-native youth, financial needs shift dramatically across the decades....[Read More]
Top 5 dos and donâts when seeking advice from a financial services professional
24 July
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether youâre saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you...[Read More]
The importance of seeking advice for legal issues
10 July
Legal issues are an inevitable part of life. Whether youâre dealing with property transactions, employment disputes, family matters, or financial concerns, navigating the complexities of the legal system can be daunting. While the specifics of...[Read More]
The power of planning: why to-do lists and long-term goals improve your life
3 July
In a fast-paced world where distractions are endless and demands seem to grow by the day, having a clear plan can be the difference between feeling in control and feeling overwhelmed. Whether itâs jotting down a few tasks on a sticky note each...[Read More]
Investment properties: the right strategy and insurance for success
3 July
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]
Teaching kids about money at different stages in their lives
12 June
Itâs every parentâs dream to secure their childrenâs future. Of course, not everyone has the wealth required to do this, and the next best thing you could do as a parent is to teach them how to budget and invest. Through financial education,...[Read More]
Navigating market volatility: smart tips for long-term investors
22 May
Ever considered that share market volatility could actually be a good thing? It might not feel that way when headlines scream about falling prices or when you see your portfolio dip. But volatility is a normalâand often necessaryâpart of...[Read More]
Navigating a career change with financial confidence
1 May
Changing careers is a significant life decision, one that can bring excitement, new opportunities, and challenges. Whether youâre pursuing a long-held passion, seeking better work-life balance, or adapting to new life circumstances, the...[Read More]
A glass half full approach to wellbeing: five signs youâre doing better than you think
20 March
Wellbeing isnât just about feeling happy all the timeâitâs about developing resilience, security, and a positive outlook on life. A âglass half fullâ approach to wellbeing encourages focusing on progress rather than perfection, recognising...[Read More]
Building wealth with investment properties: the right strategy and insurance for success
6 March
For high-net-worth individuals and couples, investing in property is a time-tested way to grow and protect wealth. A well-chosen investment property can deliver strong capital appreciation, consistent rental income, and a hedge against...[Read More]