News & Blogs

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

Posts about Investments:

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. 

Accelerate your savings with the help of science

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Sam Stillone 9 June 2022
Accelerate your savings with the help of science

Saving money can be difficult at the best of times. But when everyday items such as electricity, groceries, and petrol prices go north, it pays to have some smart strategies up your sleeve to help you keep the saving momentum going.

As humans, sacrificing in the short term for long-term reward goes against our grain. Our brain works hard to come up with excuses for why we can’t save more. These excuses try to distract and protect us from anxiety and shame, but they don’t serve us long term.

Luckily, behavioural science can teach us a thing or two about how to find more success when it comes to saving. Whether you’re planning that long-awaited overseas trip, tackling some home renovations, or saving for retirement, try these ideas on for size.

Sam Stillone: Protecting your Wealth from 'Sequencing Risk' & Securing your Retirement Lifestyle Plans

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Sam Stillone 2 February 2022
Sam Stillone: Protecting your Wealth from 'Sequencing Risk' & Securing your Retirement Lifestyle Plans

The destructive nature of 'Sequencing Risk'

In this short video, Sam Stillone (Senior Financial Consultant) explains 'Sequencing Risk', how it can impact your portfolio and how it can destroy your retirement lifestyle plans.  Sam also discusses how you can avoid its destructive nature to secure your wealth leading up to and in retirement.

5 Common Misconceptions About Money

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Sam Stillone 13 January 2022
5 Common Misconceptions About Money

Your money beliefs can be protective or liberating ideas, thoughts, or opinions that you hold about money—often shaped by your life experiences, education and relationships (and your interpretation of these things).

Importantly, these beliefs can influence your financial attitudes and behaviours, which can, in turn, influence the prospect of accumulating more money (and creating wealth), now and in the future.

However, a key point is that these beliefs are ideas, thoughts, or opinions—not necessarily truths. By identifying and replacing these beliefs, you can develop a healthier relationship with money.

With this in mind, in this animation, we illustrate five common money misconceptions—one of which is ‘More money = More happiness’.

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