Insights

Discover why having a core-satellite approach to your portfolio is a powerful investment tool.  What is a core-satellite strategy and why is it so powerful?

The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are

What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,

Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,

Steps to refinancing your home loan Refinancing your home loan is a big decision and it can be a complex process. Perhaps you need a

Companies use debentures, secured and unsecured notes to raise money from investors. They offer fixed interest payments but returns often depend on risky investments. You

If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as

If you’re considering investing in something everyone is talking about, do some checks first. If it sounds too good to be true, it probably is.

Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though – life

As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new

With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for

Among all the voices analysing the Australian property market, you’ve probably heard many truisms about how to secure a home loan. The real truth is