Summary Creating a portfolio for the long run is about more than just picking a few stocks or funds, it’s about crafting a strategy that aligns with your goals, risk tolerance, and time horizon. Content Creating a portfolio for the long run is about more than just picking a few stocks or funds, it’s about crafting a strategy that aligns with your goals, risk tolerance, and time horizon. Whether you're just starting out or refining your existing investments, here’s how to buil

Summary Money is one of the most common sources of stress in relationships, but it doesn’t have to be. Content Money is one of the most common sources of stress in relationships, but it doesn’t have to be. When couples approach financial integration with transparency and teamwork, they can build a strong foundation for both their marriage and their future. Here are some simple ways to merge your finances successfully.   1. Start with Honest Conversations Before combining acco

Summary Meeting with a financial adviser is a powerful step toward gaining clarity, confidence, and control over your financial future. Content Meeting with a financial adviser is a powerful step toward gaining clarity, confidence, and control over your financial future. Whether it’s your first appointment or a regular review, a little preparation can go a long way in making the most of your time together.   1. Gather Your Financial Information Before your meeting, collect ke

Summary When it comes to estate planning, few questions are as personal, or as complex, as deciding who should inherit your wealth. Content When it comes to estate planning, few questions are as personal, or as complex, as deciding who should inherit your wealth. Whether you're passing on a modest nest egg or a multimillion-dollar portfolio, the decision involves more than just numbers. It’s about values, relationships, and legacy.   Start with Your Intentions Ask yourself: 

Summary Saving money isn’t just a financial habit, it’s a psychological challenge. Content Saving money isn’t just a financial habit, it’s a psychological challenge. Despite knowing the benefits, many Australians find it hard to consistently put money aside. So, what’s really going on in our minds when we try to save?   Why Does Saving Feel Hard? Our brains are wired to focus on the present. This is called  present bias , and it means we tend to prioritise short-term rewards

Summary Every day, we make decisions that shape our financial future—whether it’s choosing a mortgage, planning for retirement, or simply deciding how much to save. Content Every day, we make decisions that shape our financial future—whether it’s choosing a mortgage, planning for retirement, or simply deciding how much to save. Yet many Australians still feel uncertain about their financial choices. That’s where financial advice and education come in—not just as tools for wea

Summary In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Content In this...

Summary Managing your credit responsibility is vital for financial health. Content Managing your credit responsibility is vital for...

Summary Believe it or not, but budgeting can be simple! Content Believe it or not, but budgeting can be simple! The 50/30/20 rule is the...

Summary When it comes to investing, understanding the balance between risk and reward is critical to making informed decisions. Content...