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News

News · September 16, 2025

Retirement re-imagined

If you’ve retired, you’ve likely spent years showing up – giving your best to work, family and community – and now, here you are, in a chapter that’s often called ‘freedom.’  – No more working to someone else’s schedule. Just your own time to do as you please. Sounds great, right? – Well you may […]

Insurance, News, Personal finance · September 16, 2025

Aussies splurge on their fur babies

While overall inflation may be cooling, ‘petflation’ has reached a new peak as Australians are spending more than ever on their furry friends. That’s according to a 2025 report[1] that’s found Aussies are spending over $2,100 a year on their beloved fur babies – which includes splashing out on gourmet kibble, designer collars and even […]

Case Studies, News · September 16, 2025

ANZ misconduct sees $240 million in penalties

The Australia and New Zealand Banking Group (ANZ) has come under scrutiny recently for serious failures in how it has conducted its business. The result? A record AUD $240 million penalty for the major bank – one of the largest ASIC has ever announced against a single entity to date. So what did ANZ do […]

Financial Literacy, Investing, News, Share markets · August 19, 2025

What to make of all time highs

Clients often ask me if it’s time to take profits or sell based on the recent performance of a particular investment. It seems that we’re conflicted about record-high share prices – on one hand we’re pleased to see existing investments gain in value but apprehensive that higher prices are some kind of indication that prices […]

News · August 19, 2025

An ASX alternative on the horizon?

Australia may soon be getting a second major securities exchange, providing a new challenge to the ASX, which has been Australia’s main exchange operator now for decades. The change comes off the back of some embarrassing and costly mistakes made by the ASX, including a recent trading blunder in which it confused two different companies, […]

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