Media
Money & Life Issues facing Australians in 2021
In August and September 2021, the FPA again surveyed 2,005 Australians to discover how the COVID-19 pandemic and consequent economic lockdowns had affected their work, income, financial habits and outlook.
13 worst performing superannuation funds – what does this mean for YOU?
The Australian Prudential Regulation Authority (APRA) recently released a report on the assessment of 76 MySuper products. This report compared all 76 superannuation products against each other, taking into account Read more…
Podcast of the Month
MIT’s Age Lab’s Joseph Coughlin was recently interviewed by the US postal service (UPS) recently. Joseph Coughlin is a leading expert around ageing and retirement as well as the Read more…
The Price of Success
On hundreds of occasions I’ve met with a new client and we’ve discussed their financial situation. It’s pretty obvious huh…that’s why they walked in my door in the first place. Read more…
Meet the Team – Donna Martin
We continue our Meet the Team series with an informal question and answer session with adviser Donna Martin. As a mother of two, Donna is passionate about ensuring that Read more…
Meet the Team – Anna Thom
We continue our Meet the Team series with an informal question and answer session with Anna Thom. Anna is a member of our Client Services team since 2017 and Read more…
Q & A Series – Meet the Team – Jarrod Lynch
We continue our Meet the Team series with an informal question and answer session with Jarrod Lynch. Jarrod is a member of our Client Services team since May 2016 and Read more…
Video: The Myth of Forecasting Markets
Video: The Myth of Forecasting Markets David Booth, founder of Dimensional explains the benefits of avoiding predictions, and to focus upon the historical stock market record and sticking to investing fundamentals in this video. Click here Read more…
Q & A Series – Meet the Team – Adviser Mark Hardick
We continue our Meet the Team series with an informal question and answer session with Mark Hardick. Mark has substantial experience in the financial industry, and holds a genuine interest Read more…
