Our Insights

Perspectives, tips, commentary, and articles from our team.

  • View all
  • Budget
  • Economic Update
  • Insights
  • Investment
  • Latest News
  • Retirement
  • Superannuation
  • Tips

Should You Downsize to Boost Your Super – Pros, Cons, and Tax Implications

Downsizing your home and contributing the proceeds to super may be a tax-effective option to boost your retirement income. But before you make the decision to sell, make sure you are aware of both the benefits and the possible drawbacks.

Read article

Debt: The Good, the Bad and the Ugly

This detailed article outlines the positive and negative effects of debt in the areas of personal consumption and investment.

Read article

Smart Ways to Use Your Tax Refund This Year

There are plenty of better ways to use your tax refund than spending all of it on something that will only bring fleeting enjoyment rather than enduring wealth. Find out how to use at least some of it in smart strategies to improve your financial future.

Read article

Estate Planning for Blended Families – Proceed with Care

Estate planning for blended families is complex. This article explains how clear communication and tools like Wills and Trusts can help protect loved ones and prevent future disputes.

Read article

Is Your Financial Strategy Still Working for You?

This article encourages readers to review their financial plans and current circumstances to ensure their strategy still reflects their goals and situation.

Read article

The World Is Your Market: Invest Like It

This article outlines the differences between two index funds – one Australian and one international. It discusses the benefits to be gained from diversification through investing in overseas share markets.

Read article

Quarterly Economic Update: April – June 2025

The latest quarterly economic update includes current share market volatility, the Middle East conflict, the impact of Tariffs on markets and threats of rising inflation. The Australian housing market and interest rates are also discussed.

Read article

Define and Accelerate Your Wealth

This article shows you how to define your own version of wealth—whether that’s early retirement in a sporty convertible, debt-free golf trips, or a property-funded life of adventure. The article lays out practical, step-by-step strategies to accelerate your journey toward that uniquely personal vision of financial success.

Read article

Super Contributions Simplified

This article sets out the different types of super contributions and explains them by age-group. It also includes a table setting it all out clearly.

Read article

Your Super Health Check in 5 Steps

This article provides five simple steps to conduct a health check on your superannuation. These steps empower the reader to take control of their super and ensure it aligns with their financial goals.

Read article

The Secret to Building Wealth

One of the key pathways to building wealth is creating a passive income stream. Doing this is within everyone’s grasp, given the right advice. Find out how it’s done, what you need to think about, and where to go for help.

Read article

Strategies to Avoid Lifestyle Inflation

Are you tempted to spend more when you get a pay rise, or if you feel that the value of your home has increased? If so, you could be the victim of lifestyle inflation, which can put your financial security at risk. Discover our 6 tips for avoiding this lifestyle creep, and keep your financial future on track.

Read article