Alternative Thinking: Diversifying Beyond Traditional Asset Classes

Once a staple investment allocation, the traditional balanced portfolio of shares and bonds has had some challenges in delivering positive returns …
Why staying invested matters when markets fall

It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make an emotional investment decis…
Booms, busts and investor psychology: Why investors need to be aware of the psychology of investing

Up until the 1980s the dominant theory was that financial markets were efficient. In other words, all relevant information was reflected in asset p…
Economic and market overview

Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX 200 Index r…
3 things to consider if your Super balance falls

From time to time, market movements may cause your super balance to fall. While this can be alarming, you’ll find that it usually recovers in…
What you should know about creating your will and estate plan

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life …
What are some investment options outside of super

When it comes to investing, you have two options – inside or outside of super. Super, being a longer-term investment designed to fund your retireme…
Relationship break-up entitlements when you’re in a de facto

If you’ve recently split from your partner or are simply wondering what might happen if you do, you’ll need to keep your financial wits about you. …
Is money the key to happiness?

Is money the key to happiness? Numerous research reports and studies agree having more money can lead to improved wellbeing, but only up to a point…
How to save for retirement in your 40s

By the time you’re in your 40s you’ll potentially be earning more money than you may have previously – but you may also have unexpected or unwelcom…