Wealth Creation

What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly…

Whilst cash transactions may soon be a thing of the past, the old saying cash is king hasn’t gone anywhere. Cash reserves and cashflow are front of mind for us planners when reviewing our client’s investment plans and…

It may be an admirable trait in personal relationships, but in the world of lending, loyalty can come at a cost.

When was the last time you challenged your beliefs? You know, the ones you grew up with…especially when it comes to using money.

Mainstream and financial media keep presenting us daily with the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial…

Buying your first car, helping the children get a good education, enjoying a rewarding retirement.

Global shares have entered a bear market. Whether it’s short or long depends on how the coronavirus economic hit unfolds.

After being a Financial Planner for over 30 year and being an avid investor for over 45 years. I thought I’d seen it all.

Share markets have fallen sharply on coronavirus fears. Here are seven things investors need to keep in mind.

Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night.

For many Australian families the arrow of intergenerational help is pointing in a new direction.

Whether it’s finances or fitness, spending time on setting your goals can reap rewards.