Diversifying into Shares

April 13, 2024 - Australian Property Price forecast of 10 to 15% growth (ABC News Breakfast interview)
Oxford Economics Australia have released a report predicting most capital city house prices in Australia to increase between 10% to 15% over the next few years. Director of FinancialAdvisor.com.au James Gerrard also speaks about why Australians are retiring later and how to optimise your taxes by including salary sacrificing.

April 8, 2024 - The Significance of Property Investment: Enhancing Financial Security in Australia
In the realm of investments, diversity is paramount to long-term success. While shares, bonds, and managed funds are frequently discussed, property investment is an integral aspect that shouldn’t be overlooked, especially in an Australian context. Whether you’re an experienced investor or a novice, having exposure to property can be pivotal in building wealth and securing more »

April 8, 2024 - Securing Your Future: Why Planning for Retirement in Your 40s is Crucial
We’ve had the privilege of guiding individuals through various stages of their financial journey, and one aspect that consistently emerges as a critical concern is retirement planning. While retirement may seem distant when you’re in your 40s, it’s a mistake to delay planning for it. In fact, this decade of your life is a pivotal more »

March 9, 2024 - Navigating Investment Waters: Understanding How Currency Changes Impact Your Portfolio
In the intricate web of global finance, where currencies fluctuate and markets oscillate, investors are often faced with a myriad of factors that can influence the performance of their investment portfolios. Among these factors, changes in currency values stand out as a potent force that can significantly impact investment returns and portfolio dynamics. Understanding how more »