by Eleonor Klopsch | Aug 8, 2024 | News & Articles
Rising property prices have led many people to look for ways to unlock the increased equity in their homes so they enjoy a comfortable lifestyle in their golden years. For most of us, our homes represent the biggest or most significant portion of our wealth. But it’s...
by Eleonor Klopsch | Aug 8, 2024 | News & Articles
When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing small amounts consistently over time and riding out the ups and downs of the market by holding onto your investments for the long term can produce a healthy...
by Eleonor Klopsch | Jul 24, 2024 | News & Articles
Loud budgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing so, also improve their chances of achieving them. It was comedian and writer Lukas Battle who brought the term...
by Eleonor Klopsch | Jul 24, 2024 | News & Articles
In the journey of achieving your financial and lifestyle goals, think of your personal financial strategy as the flight plan guiding us to your desired destination. Over the past year, we’ve navigated through varying market conditions, achieving solid results for the...
by Eleonor Klopsch | Jul 24, 2024 | News & Articles
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on contributions from 1 July. The concessional contributions cap, which is the maximum in...
by Eleonor Klopsch | Jun 24, 2024 | News & Articles
Overview Equity and bond markets continued May’s positive performance into June. Major equity indices reached new highs in the first half of the year, while bond markets showed signs of stabilization following a period of volatility. Growth equities performed...