

Raising Financially Responsible Children
Raising financially responsible children isn’t about perfection or complex financial lessons. It’s about building healthy habits, confidence, and understanding over time. Start the Conversation Early Children are naturally curious, and money doesn’t need to be a taboo subject. Simple age-apropriate conversations help normalise money as part of everyday life. For younger children, this might mean explaining that money is earned through work and used to pay for things the


Scams, AI and financial safety: how to protect yourself in 2026
Summary Managing money has never been more digital, and in many ways, more convenient. Content Managing money has never been more digital, and in many ways, more convenient. But as technology advances, so do the methods used by scammers. In 2026, artificial intelligence (AI) is playing a growing role in financial crime, making scams more sophisticated, more personal and harder to detect than ever before. For investors and everyday Australians alike, understanding how scams ar


What 2026 Market Volatility Means for Long Term Investors
Summary Markets have been very bumpy so far in 2026, and it’s natural to notice when investment values move around more than usual. Content Markets have been very bumpy so far in 2026, and it’s natural to notice when investment values move around more than usual. While this can feel unsettling, volatility is a normal part of investing, especially during periods of economic and interest‑rate uncertainty. The important thing to remember is that short‑term market movements don’t


Economic March Update 2026
Summary In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Content In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: US Supreme Court rules Trumps reciprocal Tariffs not legal RBA raises interest rates on strong inflation data US growth slows in the December quarter Iran situation destabilising markets, oil prices rise We hope you find this


Global Market Update
Summary On Saturday 28 February simmering tensions in the Middle east escalated with coordinated U.S. and Israeli strikes on Iran. Content On Saturday 28 February simmering tensions in the Middle east escalated with coordinated U.S. and Israeli strikes on Iran. The attacks included the targeting of key military infrastructure, nuclear related sites and leadership figures including clerical leader Ayatollah Ali Khamenei who was killed in the action. In response, Iran launched


Economic Update November 2025
Summary In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Content In this month’s update, we provide a snapshot of economic occurrences both nationally and from around the globe. Key points: - US Fed still in interest rate-cutting mode- Trump claims a good deal with China over tariffs and supply of rare earth minerals- US September quarter reporting season showing resilience in corporate earnings- RBA now thought


Building a Portfolio That Lasts: A Long-Term Investment Guide
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


Marriage and Money: Merging Finances Successfully
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


Getting Ready to Meet Your Financial Adviser: A Practical Guide
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


Who Should Inherit Your Wealth? A guide to Making the Right Decision
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:




















