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The latest news and insights on retirement planning, financial advice, investment and market updates.

Getting Financially Fit in an Inflationary Environment

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Sam Stillone 6 September 2022
Getting Financially Fit in an Inflationary Environment

It seems that rising inflation and interest rates aren’t going away anytime soon, and many households may have started to feel the pinch, and increasingly so after the RBA’s most recent monetary policy decision.

If you’re feeling a little nervous about your household budget, now is the time to zero in on the numbers and bring your finances up to speed. Our handy checklist below could help guide you through the process.

Known Unknowns:  What investors can expect over the next 12-months

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Sam Stillone 3 August 2022
Known Unknowns:  What investors can expect over the next 12-months

Given that many investments, including shares and bonds, have experienced losses in the last 12 months, which investment is likely to give better returns in the next 12-months on so?

In this short video, Dr Steve Garth (Independent Member of our Investment Committee) explains what's driving the share market and bond market, and what investors can expect from investment returns over the next year. 

A Survival Guide during Investment Market Volatility

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Sam Stillone 6 July 2022
A Survival Guide during Investment Market Volatility

Investors around the world have realised that fighting inflation is going to be difficult.  This is causing enormous volatility in investment markets as investors fear that increasing interest rates may cause a recession.    

In this short video, Dr Steve Garth (Independent Member of our Investment Committee) explains what's been recently happening in investment markets and the critical steps that investors must take with their portfolio management in these volatile times.

Vanessa Stoykov: How to stop money ruling your emotions

Vanessa Stoykov 9 June 2022
Vanessa Stoykov: How to stop money ruling your emotions

Have you ever noticed how you can feel anxious, angry, resentful, or afraid when you think about your money situation? 

When you get a bill that you don’t know when you can pay? When an unexpected cost comes in that blows your budget or financial plans?

Money and emotions are very connected, and when you don’t have control of your money situation overall, things will always come up that create negative emotions and add to your stress levels. 

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