The importance of financial advice in living a lifestyle of choice

6 February

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a...[Read More]

The importance of keeping a vehicle mileage logbook and tips for accurate record-keeping

6 February

Maintaining a vehicle mileage logbook is an essential practice for anyone who uses their vehicle for business purposes.  Not only does it help with accurate record-keeping, but it also ensures compliance with tax regulations, provides evidence for...[Read More]

Guiding adult children to contribute at home – fostering responsibility and independence

6 February

Many parents face the question of when their adult children living at home should start paying board and contributing to household expenses and chores as they transition into adulthood.  The question of when and how much to charge, as well as the...[Read More]

What is ethical investing & how does it relate to ESG investing?

6 February

Investing is typically perceived as a wealthy-only pastime with no regard for the environment or social issues. However, that is not always the case, and the old mindset of making money for its own sake doesn’t need to stay.   People have become...[Read More]

Exploring and acting on your interests can open doors you never imagined

6 February

Starting something new is an exhilarating yet daunting experience. Whether it’s pursuing a passion, learning an instrument, diving into mechanics, or mastering a trade, the journey is as rewarding as the destination. Taking that first step to...[Read More]

Oliver’s insights – More Trump tariffs (and deals) – implications for investors and Australia

5 February

Key points US President Trump has announced tariffs on Canada, Mexico and China and is threatening more tariffs. The one-month delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty with more tariffs likely...[Read More]

Investment markets and key developments – Weekly market update 31/01/25

5 February

Global shares were mixed over the last week. US shares fell 1% as tech shares fell on the back of the rise of DeepSeek’s AI app and a less dovish Fed and Trump’s tariff vows weighed. Japanese shares fell 0.9%, but Eurozone shares rose 1.3% to a...[Read More]

What is professional indemnity insurance and why you need it

5 February

Professional indemnity (PI) insurance is a critical form of protection for individuals and businesses that provide professional services or advice.  It safeguards professionals against claims arising from errors, omissions, or negligence in the...[Read More]

Big bank clips rates as RBA mulls next move

5 February

NAB has become the first big bank to reduce fixed-interest mortgage rates in 2025, as expectations of an impending Reserve Bank rate cut remain high, despite surprisingly strong retail spending. Rate tracking by comparison site Canstar shows NAB...[Read More]

Musk-like efficiency role ‘strange’ call for Australia

5 February

Australia has a red tape problem and even the boss of the corporate watchdog acknowledges it. But introducing an Elon Musk-style Minister for Deregulation is a “strange” way to go about it, Jim Chalmers says. The treasurer was responding to a...[Read More]

Future Fund smashes growth target, eyes new investments

5 February

Investments in toll roads and student housing added a hefty $26 billion to Australia’s sovereign wealth in 2024. The 12.2 per cent return on The Future Fund was well in excess of the 6.4 per cent mandated target and brings the 10-year return to...[Read More]

Trump in no hurry for Xi talks amid new tariff war

5 February

US President Donald Trump says he is in no hurry to speak to Chinese President Xi Jinping to try to defuse a new trade war between the world’s two largest economies sparked by his sweeping 10 per cent tariffs on all Chinese imports. China imposed...[Read More]

Aussie migration misperceptions can be changed

5 February

Many Australians misunderstand migration and want to lower the number of people coming to the country, but their minds can be changed, a study has found. The Australian National University survey revealed Australians believe the proportion of...[Read More]

Aussie households forecast to weather Trump tariffs

5 February

Local households aren’t expected to feel much impact from Donald Trump’s burgeoning trade wars, unless the US president decides to turn his sights on Australia for another round of tariffs. Mr Trump has announced a 25 per cent tariff on products...[Read More]

The $239b Aussie industry smashing investment records

5 February

Australian investors are piling into exchange-traded funds, an innovative financial instrument that offers easy exposure to a range of assets from around the world. Australia’s ETF industry attracted a record net $30.8 billion in new investments...[Read More]