Wealth, Wisdom and Wellbeing | Steady Income, Stronger Portfolios | Rebuilding the Australian Dream | Q&A

Wealth, Wisdom and Wellbeing | Steady Income, Stronger Portfolios | Rebuilding the Australian Dream | Q&A

by | Jun 9, 2025 | Financial Advice, Financial Adviser, Financial goals, Goals, Investing, Superannuation | 0 comments

Wealth, Wisdom, and Wellbeing   End-of-year superannuation planning offers Australians a crucial opportunity to optimise their financial health and secure their future. Reviewing superannuation strategies before June 30 can maximise retirement savings and reduce...
The Hidden Cost of Delayed Retirement | Balancing Reform and Resilience | Buffett’s Farewell and the Future of US Exceptionalism | Q&A

The Hidden Cost of Delayed Retirement | Balancing Reform and Resilience | Buffett’s Farewell and the Future of US Exceptionalism | Q&A

by | May 26, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Retirement, Superannuation | 0 comments

The Hidden Cost of Delayed Retirement Increasing the Age Pension eligibility age in Australia has unintended consequences on family formation and fertility rates. Grandparents, who play a crucial role in providing informal childcare, are less available due to extended...
Family Trusts and Relationship Breakdowns | Shelter, Security, and the Australian Dream | The art and Science of Fund Manager Selection | Q&A

Family Trusts and Relationship Breakdowns | Shelter, Security, and the Australian Dream | The art and Science of Fund Manager Selection | Q&A

by | May 12, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Superannuation | 0 comments

Family Trusts and Relationship Breakdowns Family trusts offer significant benefits for wealth management, but relationship breakdowns can complicate asset protection. Australian courts scrutinise family trusts during property settlements, often treating trust assets...
Australian home prices turning back up again | The Evolution of Retirement Planning | Seizing Opportunities in Australian Commercial Property | Q&A

Australian home prices turning back up again | The Evolution of Retirement Planning | Seizing Opportunities in Australian Commercial Property | Q&A

by | Mar 17, 2025 | Financial Advice, Financial Tips, Goals, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

Australian home prices turning back up again CoreLogic data reveals a 0.3% rise in Australian home prices in February, driven by an anticipated RBA rate cut that boosted buyer confidence. Despite a brief downturn, the chronic housing shortage and expected further rate...
The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

by | Feb 3, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

The Richest Man in Babylon “The Richest Man in Babylon” by George S. Clason is a timeless personal finance book that imparts financial wisdom through parables set in ancient Babylon. It emphasizes the importance of saving a portion of one’s income, the power of...