Sydney's leading financial advisors and financial planners

James on Sky News - Diversifying into Shares

Recent Articles

• May 8, 2025 - Top Questions People in Their 20s Ask a Financial Advisor
  Introduction Your 20s are all about firsts—first job, first paycheque, maybe your first car or even your first investment. It’s also the perfect time to start building a strong financial foundation. But where do you start? We’ve compiled the most common questions young Australians ask financial advisors to help set themselves up for a financially more »



• May 8, 2025 - What Could Happen If the RBA Cuts Rates Three Times in 2025?
  Introduction With inflation easing and consumer spending slowing, the Reserve Bank of Australia (RBA) may be poised to shift gears. Market speculation is growing around the possibility of up to three rate cuts in 2025. If that scenario unfolds, what could it mean for investors, borrowers, savers—and the economy as a whole? 1. Mortgage Relief more »



• March 8, 2025 - Navigating Financial Challenges Amid Rising Inflation and Interest Rates
  Australia is facing ongoing financial pressures due to rising inflation and interest rates, affecting households, businesses, and investors. Inflation peaked at 8.4% in December 2022, leading the Reserve Bank of Australia (RBA) to respond with twelve consecutive interest rate hikes, bringing the cash rate to 4.35% by November 2023—the highest level since 2011. While these more »



• March 8, 2025 - The Impact of Consecutive Budget Surpluses on Australia’s Economic Landscape
  The Australian government has achieved back-to-back budget surpluses, marking a significant milestone in the nation’s fiscal management. In 2023, the government recorded a surplus of $22.1 billion, followed by a $9.3 billion surplus in 2024. These are the first consecutive surpluses since 2007–08, a development that carries substantial economic implications. Understanding the Surpluses A budget more »