Articles and Insights
RBA Interest Rate Update (April 2025)
The Reserve Bank of Australia (RBA) has today announced a further hold to the cash rate.
The current cash rate remains at 4.10%.
March 2025 - Wealth Adviser Newsletter (Issue 108)
Issue 108 Highlights
In this edition:
The Silver Rule of Investing
Uranium, Geopolitics, and the Rise of Nuclear Energy
Risk and Resilience
Plus Q&A section
2025–26 Federal Budget Recap
“To ensure more Australians earn more – and keep more of what they earn.”
That was the core promise from Treasurer Jim Chalmers in this year’s Federal Budget, which focuses squarely on easing cost-of-living pressures and boosting the long-term resilience of the Australian economy.
With many households still feeling the financial squeeze, the 2025–26 Budget delivers a suite of practical measures designed to provide immediate relief, improve access to essential services, and invest in housing, healthcare, and education.
So what does it all mean for everyday Australians? - Our article explores this further
March 2025 - Wealth Adviser Newsletter (Issue 107)
Issue 107 Highlights
In this edition:
Australian Home Prices Turning Back Up Again
The Evolution of Retirement Planning
Seizing Opportunities
Plus Q&A section
Click the image to the right to download the full newsletter
February 2025 - Wealth Adviser Newsletter (Issue 106)
Issue 106 Highlights
In this edition:
Make Income Great Again
Millennials and the Housing Dream
The Super Paradox
Plus Q&A section
February 2025 - Wealth Adviser Newsletter (Issue 105)
Issue 105 Highlights
In this edition:
Navigating Market Volatility the Buffett Way
AI’s Global Shake-Up
From Super to Pension
Plus Q&A section
January 2025 - Wealth Adviser Newsletter (Issue 104)
Issue 104 Highlights
In this edition:
The Richest Man in Babylon
What's driven the fall in the $A?
Retirement, Dividends, and Economic Shocks: Planning for a Secure Financial Future
Plus Q&A section
January 2025 - Wealth Adviser Newsletter (Issue 103)
Issue 103 Highlights
In this edition:
What to expect from the Australian property market in 2025
An investor's guide to potential U.S. policy changes in 2025
Howard Marks warns of market froth
Plus Q&A section
5 tips to protect yourself from being scammed
In 2020 Australians reported over 7,000 investment scams to Scamwatch, well up on the 5,000 reported in 2019. Scamwatch recorded investment scam losses of $65.8 million, but add in notifications made to other government agencies and the major banks and reported losses across 2020 soared to $328 million. Due to embarrassment many losses go unreported so we may never know the full extent of the damage.
With a high likelihood that we will all be targeted by scammers at some stage, perhaps repeatedly, how can we identify scams and protect ourselves from losses?
On Farm Connectivity Grants - Now Open
Farming families can soon tap into the Australian Government's On Farm Connectivity Grant to boost digital connections on their land.
Centrelink Funeral Bond Exemption Threshold Increased
On July 1, 2024 Centrelink increased the Exemption Threshold on Funeral Bonds from $15,000 to $15,500.
2024-25 Federal Budget Recap
Highlights from the 2024-25 Federal Budget delivered by the Treasurer on Tuesday 14 May 2024.
Should I contribute to Super? (Updated 2024FY)
It’s a question that is often asked and my honest answer - It depends on your situation.
Superannuation is a great environment to save money for the long term, but it is heavily restricted when it comes to accessing it.
On the flip side, the sooner you start saving, the better off you are likely to be in the long run, due to the effects of compounding interest.
Ultimately, striking the right balance for YOUR needs is what is important.
Other than simply investing in super for the sake of one’s retirement, there are also additional benefits that can be achieved when superannuation contributions are used to your advantage. Let’s take a look at the most common types of super contributions:
RBA Interest Rate Update (Dec 2023)
The Reserve Bank of Australia (RBA) has today announced a further hold to the cash rate.
The current cash rate remains at 4.35%.
RBA Interest Rate Update (Nov 2023)
The Reserve Bank of Australia (RBA) has today announced an increase of 0.25 basis points to the current cash rate.
The current cash rate is 4.35%
RBA Interest Rate Update (Oct 2023)
The Reserve Bank of Australia (RBA) has today announced a further hold to the cash rate.
The current cash rate remains at 4.10%.
RBA Interest Rate Update (Sept 2023)
The Reserve Bank of Australia (RBA) has today announces a further hold to the cash rate.
The current cash rate remains at 4.10%.
RBA Interest Rate Update (Aug 2023)
The Reserve Bank of Australia (RBA) has today announce a hold to the cash rate.
The current cash rate remains at 4.10%.
RBA Interest Rate Update (July 2023)
The Reserve Bank of Australia (RBA) has today announce a hold to the current cash rate.
This hold retains the cash rate to 3.60%.
5 tips to manage your debt (infographic)
This infographic depicts 5 easy to implement tips to assist in managing individual debt levels.
The infographic refers to the Government's MoneySmart website and also recommends chatting with a financial adviser to assist with debt reduction strategies.