In the Media
Gold and Oil: Safe Havens in an Increasingly Tense World
As geopolitical tensions continue to escalate across the Middle East, Eastern Europe and parts of Latin America, investors are once again focusing on two historically sensitive commodities: gold and oil.
While both tend to respond to global uncertainty, they do so for very different reasons. Understanding those...
The $100 Strategy: If You Could Only Invest $100 a Week, What’s the Smartest Path?
Most people believe you need thousands of dollars to start investing. The truth?
$100 a week can completely change your financial future — if you put it in the right place and stick with it long enough.
This article breaks down exactly...
What Wealthy Australians Do Differently (That Most People Never Think About)
Most people think wealth comes from earning a high income, inheriting money, or “getting lucky.” But when you look closely at how wealthy Australians actually build and keep their wealth, a very different picture emerges.
In reality, wealth is rarely the result of one big...
How Lifestyle and Planning Together Can Protect Your Future Self
As Australians live longer than ever before — 81.1 years for men and 85.1 for women — retirement brings more time to enjoy life, travel, and connect with family. But it also brings a new challenge: maintaining both mental health and financial independence as...
ETFs vs Managed Funds: What’s the Difference in Australia?
As a financial adviser working with clients across all stages of life, one question I hear often is: “Should I invest via an ETF or a managed fund?” The answer always depends on your situation — but first, it helps to understand the key differences. Below I unpack...
Preparing Financially for Dementia Before It’s Too Late
As a financial adviser, I meet people at every stage of life — from those just starting out to retirees enjoying their golden years. What I’ve observed is that while most Australians focus heavily on wealth creation, few pay equal attention to protecting what they’ve already built —...
The Trophy Home Boom: Why They’re in Demand and Whether They Deliver Returns
In Australia and other global markets, demand for “trophy homes” — ultra-prestige residences with landmark appeal — has soared. These homes are admired for their architectural excellence, exclusivity, and lifestyle value. But while they attract attention for their luxury and scarcity, the big question remains: are they good...
Ways to Boost Your Age Pension Entitlement — But Be Careful
Australia’s tax and social security systems often favour homeowners, creating what many see as an unequal advantage over renters. This imbalance plays out across both tax rules and Centrelink’s age pension assessments.
Homeowners vs Renters: The Advantage Explained
From a tax perspective, homeowners enjoy a major...
Taxes and Property Investment: What Every Australian Investor Should Know in 2025
For generations, Australians have turned to property as a cornerstone of wealth building. From the classic suburban rental to large-scale developments, bricks and mortar are often viewed as a safe bet. But what many investors underestimate is just how much taxes — both upfront and ongoing — shape...