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Active vs passive investing

Summary Investors must first decide on their investment objectives when choosing between active or passive investment funds. Content Investors must first decide on their investment objectives when choosing between active or passive investment funds. Investing in shares is a popular way of helping people to achieve their long-term financial goals. Read more…

The power of compounding

Summary Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power of compounding. Content Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power Read more…

Good cash flow makes life easier

Summary If you rely on your investments for income, an important aspect of managing your portfolio is cash flow. Correctly structured cash flow is critical, so let’s have a look at what you might need to think about. Content If you rely on your investments for income, an important aspect Read more…

Top Tips for Budgeting

Summary One of the most important steps you can take on the road to financial security is to prepare a sustainable budget beforehand. This will help give you the foundation you need to build an effective financial plan that is realistic, achievable and tailored to your own individual circumstances. Content Read more…

Spotlight on SMSFs

Summary Australians who want greater control of how their retirement savings are invested are increasingly exploring the option of setting up their own self-managed super fund (SMSF). The freedom of putting yourself in the driver’s seat for your super has made SMSFs the fastest growing sector of the super industry. Read more…

How healthy are your finances?

Summary Most people recognise the importance of regular health checks to manage their personal health and well-being. As with personal health checks, a regular financial health check is important to identify areas of your finances that are in good shape and areas that may need improvement. Please take a few Read more…