Insights

Discover why having a core-satellite approach to your portfolio is a powerful investment tool.  What is a core-satellite strategy and why is it so powerful?

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,

Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,

The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are

Companies use debentures, secured and unsecured notes to raise money from investors. They offer fixed interest payments but returns often depend on risky investments. You

Steps to refinancing your home loan Refinancing your home loan is a big decision and it can be a complex process. Perhaps you need a

If you want to protect your family from your funeral costs, there are ways to pay in advance. Check your options to get the best

If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as

As a group, these companies have been riding high. But looks can be deceptive. In the 1960 Western movie The Magnificent Seven, a group of American gunmen

If you’re considering investing in something everyone is talking about, do some checks first. If it sounds too good to be true, it probably is.

If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you

As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new