Mar 15, 2024
As we know the path to financial success requires a good understanding of financial literacy, a long-term perspective and the ability to establish and stick to a plan. We are pleased to attached a brief article which takes a closer look at how we can take control of...
Mar 9, 2024
Foundations of a wealthy lifestyle A study conducted by the Australian Stock Exchange reported that nearly 9% of investors over the past two years were aged 18 to 24. These young Australians were found to be knowledge seekers, keen to take on life and begin their...
Feb 1, 2023
CLICK HERE for a brief paper on the market outlook for residential, commercial and industrial property for 2023 from leading fund manager Trilogy Funds Management, as well as other reputable sources. Whilst it does not cover rural land/acreage, it does present a...
Oct 13, 2022
We are pleased to provide a 3 minute read on the topical issue of recessions and share market performance during and after a recession. As most would be aware, many countries and regions are either in recession (and don’t know it yet) or are facing the prospect of...
Jul 6, 2021
One of the most common questions we hear people ask is “how much do I need to have a comfortable retirement without spending all my retirement savings?” The answer is a lot simpler than you may think. It is a basic mathematics equation, specifically: The...
Jul 5, 2021
The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
