Finance

Wealthy Australians called on to pay more for aged care

13 March

Wealthier Australians are being urged to pay more for aged care so the government can help older people with lesser means access residential and in-home services. The overall wealth of older Australians is expected to increase, with the proportion...[Read More]

The feeling of looking back at an old photo and acknowledging you did OK

7 March

In the maddening rush of life, you may find yourself looking for ways to improve your mood, alleviate stress, and enhance your sense of satisfaction. One surprising yet effective strategy is immersing yourself in the nostalgic embrace of old...[Read More]

Oliver’s insights – 21 great investment quotes

6 March

Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from experts help illuminate these. This note revisits a series on insightful quotes on investing I first started a...[Read More]

A seasonal home maintenance checklist to ensure your property is in the best condition all year long

29 February

A lot of property owners take a very casual approach to the upkeep and repair of their house or building. They usually wait for something to break, clog, overflow, leak, jam or fail catastrophically before addressing the problem. Others are...[Read More]

Oliver’s insights – Seven key charts for investors to watch – where are they now?

28 February

Key points – Shares have made it to record highs this year but after strong gains are a bit vulnerable to a near term pull back. – However, we remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is...[Read More]

Why you need to do something you love every single day

22 February

Engaging in activities that you love is not only enjoyable but also offers a multitude of benefits that can enrich your life in various ways. So, if you’re on the fence about indulging one or some of your life’s passions, here are some...[Read More]

Essential Checklist: Preparing for Your Will Drafting Session with a Lawyer

22 February

Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth...[Read More]

Ultimate Road Trip Checklist: Navigating Your Next Adventure with Ease

15 February

Planning a road trip can be an exciting adventure, offering a unique blend of freedom, discovery, and bonding opportunities. Whether you’re exploring familiar landscapes or venturing into unknown territories, preparation is key to ensuring a...[Read More]

Oliver’s insights – investment outlook Q&A

14 February

Recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics Key points – Rate hikes have worked in helping slow inflation and rate cuts are likely this year. Expect a bumpy ride though. – The risk of...[Read More]

Understanding the five key areas of personal finances

8 February

When it comes to managing your money, it’s crucial to have a comprehensive understanding of the five key areas of personal finance: income, spending, saving, investing, and protection. Mastering these elements can be the difference between...[Read More]

Oliver’s insights – 05/02/24

7 February

Key points – The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform. – The Australian tax system has five key problems: it’s heavily reliant on income tax; it’s complicated by...[Read More]

What is your “big picture” ?

1 February

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Retirement planning tips and mistakes to sidestep

1 February

Whether you’re in your 30s, 40s, or 50s, the importance of retirement planning cannot be overstated. Starting early allows you to build a secure financial foundation for your retirement years. However, the strategies and concerns differ based on...[Read More]

The difference between shares and bananas

25 January

In the world of investing, stocks and bonds often take centre stage. They represent two of the most common types of investments, each offering unique benefits and risks. As an investor, understanding stocks vs. bonds is key to building a diversified...[Read More]

10 brilliant money-saving tips