Diversifying into Shares

November 8, 2025 - 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 the features, pros and cons of each, more »

November 8, 2025 - 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 — especially when it comes to cognitive health. more »

October 8, 2025 - 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 investments? What Is a Trophy Home? A more »

October 8, 2025 - 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 benefit — the principal place of residence is completely more »