Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

by | Nov 11, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Retirement | 0 comments

This issue of Wealth Adviser includes: Making the Right Choice: A Guide to Super Beneficiary Nominations for All Ages  Beneficiary nominations for superannuation play a crucial role in ensuring that individuals’ wishes are honoured regarding the distribution of...
Common Stocks and Uncommon Profits | Ageing Populations and Investment Trends: A Deep Dive into Australia’s Future | Stocks vs. Bonds: Why Bonds May Outperform in Certain Markets | Q&A

Common Stocks and Uncommon Profits | Ageing Populations and Investment Trends: A Deep Dive into Australia’s Future | Stocks vs. Bonds: Why Bonds May Outperform in Certain Markets | Q&A

by | Oct 14, 2024 | Financial Advice, Financial goals, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Common Stocks and Uncommon Profits. “Common Stocks and Uncommon Profits” by Philip A. Fisher emphasizes the importance of investing in high-quality companies with sustainable growth potential. Fisher introduces his...
The Psychology of Money | Boom or Bust? Understanding the Forces Shaping Australia’s Property Prices | Aged Care Reform: The Consumer Protection Challenge and What It Means for You | Q&A

The Psychology of Money | Boom or Bust? Understanding the Forces Shaping Australia’s Property Prices | Aged Care Reform: The Consumer Protection Challenge and What It Means for You | Q&A

by | Sep 30, 2024 | Financial Advice, Financial goals, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: The Psychology of Money by Morgan Housel. Our emotions and behaviours impact our financial decisions. Through a series of short stories, Housel shows how emotions, personal experiences, and cognitive biases influence our approach...
Beyond the Will: A Comprehensive Guide to Modern Estate Planning | Are brighter days in store for bond investors? | Stop paying attention | Q&A

Beyond the Will: A Comprehensive Guide to Modern Estate Planning | Are brighter days in store for bond investors? | Stop paying attention | Q&A

by | Sep 16, 2024 | Financial Advice, Financial goals, Financial Tips, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Beyond the Will: A Comprehensive Guide to Modern Estate Planning. Estate planning in today’s world includes aspects such as wills, trusts, and beneficiary designations, while it’s also important to consider digital assets...
Navigating the risks of retirement | A random walk down Wall Street | Super and growth assets as long-term investments | Q&A

Navigating the risks of retirement | A random walk down Wall Street | Super and growth assets as long-term investments | Q&A

by | Sep 2, 2024 | Cashflow, Financial Advice, Financial goals, Financial Tips, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Navigating the risks of retirement. There are a number of potential challenges individuals may face when planning for retirement. This includes controllable risks, and uncontrollable risks such as market volatility, longevity...
Why life expectancy numbers are widely misunderstood | Risk of recession is high | Why ‘timing the market’ is a fool’s errand | Q&A

Why life expectancy numbers are widely misunderstood | Risk of recession is high | Why ‘timing the market’ is a fool’s errand | Q&A

by | Aug 19, 2024 | Cashflow, Financial Advice, Financial Tips, Investing, Massey Market Updates, Retirement | 0 comments

This issue of Wealth Adviser includes: Why life expectancy numbers are widely misunderstood. Life expectancy numbers are often misinterpreted due to various factors. There are various reasons behind this widespread misunderstanding with a need for a deeper...
Navigating the 2024 Super and Tax Landscape | CPI may understate the rising costs of retirement | The Importance of Home Ownership in Achieving a Comfortable Retirement | Q&A

Navigating the 2024 Super and Tax Landscape | CPI may understate the rising costs of retirement | The Importance of Home Ownership in Achieving a Comfortable Retirement | Q&A

by | Aug 5, 2024 | Financial Advice, Financial goals, Financial Tips, Goals, Investing, Life balance, Retirement | 0 comments

This issue of Wealth Adviser includes: Navigating the 2024 Super and Tax Landscape: 20 Essential Questions Answered. The superannuation guarantee contribution rate has increased to 11.5%, and contribution caps have also increased.  Personal income tax rates have been...
The Five Reasons Why The $A Is Likely To Rise Further – if recession is avoided | The Money Supply and Inflation Puzzle: What Every Retiree Should Know | Our finances should enable and not dictate our lives | Q&A

The Five Reasons Why The $A Is Likely To Rise Further – if recession is avoided | The Money Supply and Inflation Puzzle: What Every Retiree Should Know | Our finances should enable and not dictate our lives | Q&A

by | Jul 22, 2024 | Cashflow, Financial Advice, Financial goals, Financial Tips, Goals, Investing, Life balance, Retirement | 0 comments

This issue of Wealth Adviser includes: The Five Reasons Why The $A Is Likely To Rise Further – if recession is avoided. “After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look...
The 100-Year Plan: Rethinking retirement finance for increased longevity | The Iron Law of building wealth | The 9 most important things Dr Shane Oliver has learned about investing | Q&A

The 100-Year Plan: Rethinking retirement finance for increased longevity | The Iron Law of building wealth | The 9 most important things Dr Shane Oliver has learned about investing | Q&A

by | Jul 8, 2024 | Cashflow, Financial Advice, Financial goals, Financial Tips, Goals, Investing, Life balance, Retirement | 0 comments

This issue of Wealth Adviser includes: The 100-Year Plan: Rethinking retirement finance for increased longevity.  Increasing longevity means many retirees face the possibility of living well into their 90s or even beyond 100. This requires a rethink of retirement...