Knowledge Centre

As kids grow older, their financial needs – and their opportunities – grow more complex. If you have done the groundwork and taught your children the benefits of budgeting and saving, it will be much easier to talk to them about managing their finances in their teens and beyond.

Read more >

Share markets in the US closed flat for August after a choppy month on the back of US political uncertainty, riots in Charlottesville and tensions in North Korea. The devastation of Hurricane Harvey also contributed to what has been the most volatile month in the S&P500 this year.

Read more >

Welcome to our quarterly magazine – in this edition: What’s new in superannuation? Fixed income: friend or foe? Personal insurance in a nutshell. First-home buyers get some help.

Read more >

How to deal with market volatility. Market volatility can be a curse or a blessing. It all depends on how ready you are to deal with it…

Read more >

Global share markets rose strongly during July as political risks and fears of a hard landing in China subsided. US growth in the second quarter lifted and we suspect a similar outcome in Q3…

Read more >

State and federal governments are creating new incentives to help first-home buyers get into the overheated housing market.

Read more >

Global share markets paused in the month following rising volatility on the back of lower oil prices. The Fed raised interest rates by another 25bps following better economic conditions although the market remains somewhat sceptical of the Fed’s positive outlook for inflation given softer data in recent months.

Read more >

Welcome to our quarterly magazine – in this edition: SMSFs are on the rise. Should we continue allocating alternatives in a diversified portfolio? Are you financially ready for retirement?

Read more >