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Investment Fundamentals

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Rate Expectations

Many spend much time speculating about the direction and timing of official interest rate changes. How does it impact your portfolio? Dr Steve Garth investigates.

Understanding the Lingo – the ABC’s

There is a lot of terminology that is used in the financial planning profession that, for most, is not used in day-to-day life. Katrina explains a few of these terms in her latest article.

Investment Lessons from 2023

Much will be written about what happened in financial markets last year, but there are three key lessons investors can take out of 2023. Join Dr Steve Garth as he covers these lessons.

Facts & Hugs!

Paul came across one of Carl Richard’s fantastic sketches this week, which provoked some reflection on ‘scary markets.’

Santa Claus shopping list, gift

Festive Season Savings

With Christmas just around the corner, it’s an easy time to overspend. Join Katrina as she looks at some tips to save money leading up to the festive season.

Smiling Couple

The role of a professional financial adviser

The Value of Working with a Financial Adviser

What is the value of working with a financial adviser? One view is that advisers have unique insights into market direction that give their clients an advantage. But of the many roles a professional adviser should play, soothsayer is not one of them.

Reserve Bank of Australia

Impact of the RBA’s Decisions

The daily updates about COVID-19-infections have been over the past couple of months replaced by a constant conversation about the RBA’s actions, Veronika looks closer at the situation.