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Personal finance

Financial Literacy, Personal finance · November 12, 2024

Seven money mistakes

Over more than two decades working in the financial industry, I’ve seen many people reap the rewards from their financial decisions. Seeking help from a professional adviser often helps people appreciate the long-term impact of their decision-making, especially during major life changes. But it’s the smaller, daily money habits that can also really add up […]

Case Studies, Financial Literacy, News, Personal finance · August 13, 2024

The demise of Dixon Advisory … a cautionary tale

The world of finance is no stranger to the cautionary tales of fear and greed. The recent collapse of one of Australia’s biggest financial advisory groups, Dixon Advisory and Superannuation Services, is an unfortunate example of how greed and professional misconduct can have lasting and devastating consequences – particularly for individuals who place their trust […]

Financial Literacy, Investing, Personal finance, Share markets · July 10, 2024

The long game of investing

The short-term volatility of financial markets often means that anyone looking to make money fast should be equally prepared to lose it just as quickly. As any seasoned investor would know, building wealth means having the patience to look ahead. Trying to pick when prices are going to rise and fall may be a popular […]

Case Studies, Financial Literacy, Investing, News, Personal finance, Share markets · July 10, 2024

Then and now: comparing apples with Apple

They say that the best time to plant a tree was 20 years ago. It was also a good time to have bought shares in many of the big companies that now dominate today’s market. If only we knew. For some of us, 20 years ago may not seem that long ago. Many of us […]

Financial Literacy, News, Personal finance · June 12, 2024

Eight reasons you’re not a millionaire – yet

Illustration of hand stacking gold coins

There’s a common misconception that if you’re not rich then you’re simply not working hard enough. And that’s not completely true. Of course, most people who have made money have worked hard (no one becomes a millionaire by sitting on the couch watching TV all day) but you also need to refrain from financially damaging […]

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