In the Media
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...
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...
Tax-Smart Financial Advice: How Strategic Planning Can Save You Thousands
Tax isn’t just something to think about at the end of financial year – it’s one of the most important levers in building long-term wealth. With the Stage 3 tax cuts rolled out and changes to superannuation contributions always on the horizon, smart financial advice can...
Sustainable Investing Is Back: How You Can Profit While Doing Good
Not long ago, sustainable investing—also known as ethical or ESG (Environmental, Social and Governance) investing—was under fire. Critics said the returns didn’t stack up, some funds were accused of “greenwashing,” and inflows slowed to a trickle.
But in 2025, sustainable investing is making a comeback. From clean...
Faster IPO Pathways: What ASIC’s New Trial Means for Everyday Investors
If you’ve ever thought about investing in an Initial Public Offering (IPO), you might know the process can be slow, complex, and sometimes frustrating. Now, the Australian Securities and Investments Commission (ASIC) has announced a two-year trial to speed up the IPO process—making it faster for...
Private Credit, Infrastructure, and Other Alternative Asset Classes Explained
Introduction: Why Look Beyond Shares and Property
For Australians with significant wealth — especially those already well exposed to equities, cash, and residential property — alternative investments are becoming increasingly attractive.
These “alternatives” can enhance portfolio diversification, provide more predictable income streams, and open...
Title: Does Buying Through a Trust or Company Affect Your Borrowing Capacity?
Top 10 Questions People in Their 30s Ask Financial Planners (And What They Really Mean)
Your 30s are often the decade of financial awakening. You’re earning more, possibly starting a family, and beginning to think seriously about the future. Here are the top questions financial planners hear from 30-somethings — and why they matter.
1. "Am I...
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...