For all those investors tuning in to the latest share market dips, swings and other movements, let me offer yet another anecdote to help assuage your anxieties and weather the changes that inevitably come with investing. Sometimes the market reminds me of a day out on a tinny in the Harbour – one minute the […]
Archives for March 2026
Start in March: your early bird guide to EOFY success
March is that time of year that, as a financial adviser, I’m inclined to encourage people to start thinking about tax time. Sure, it still feels a little early. And – I get it – preparing tax documents isn’t most people’s idea of a fun. But if you find yourself with a little extra time […]
The hidden price of moving up
Upgrading your home can feel like a natural next step for many Australians, but the real cost can stretch well beyond the price difference between the home you have and the one you want. With uncertainty around interest rates and construction costs remaining stubbornly elevated, the financial gap between your current home and your next […]