Cash stuffing: How this budgeting method works
The old-school envelope budgeting system has made a comeback thanks to Tik Tok. We take a look at how it works and the pros and cons.
How franking credits can boost your return in retirement
Chances are you've heard about franking credits but what are they? Find out how the system works and the potential benefits - especially for retirees.
3 ways to make the most of the stage 3 tax cuts
You might find yourself with some extra cash in your pay after 1 July. We explore three ways you can use that money to build wealth.
Saving for a rainy day or a future opportunity
The RBA cash rate increasing to 4.35% and the impact on mortgage holders was the big money story of the year. The less commonly discussed story was the ramifications for investors.
Three key asset classes to review in your portfolio
With the holidays upon us, Scott Francis urges us to use our free time to review the short, medium, and long-term returns of key asset classes and their impact on our portfolios.
Investing for children. Three reasons it's an opportunity at the moment
Deciding how, and when, children are exposed to the promise and challenges of investing is an important decision.
Suddenly rich? 5 steps to maximising your lump sum (without losing it all)
Over a lifetime there are a number of 'moments of truth' that are likely to influence your financial position over time. It's in these 'moments' where key financial habits and attitudes will be forged.
The costs of overtrading
What is the impact of frequent trading on portfolio returns? There's a significant body of evidence that suggests when it comes to investing, less is more.
Interest Rates, Mortgages, and Surplus Income
Should people with a mortgage have a greater focus on making extra repayments?
The trade off all investing is built on
Bill Sharpe is considered one of the great thinkers about investment markets, a Nobel Prize in Economics winner (1990) for his part in the research behind the capital asset pricing model, a model that helped describe the profound investment link between risk and return.
PE Ratios and a Market Correction
Scott Francis looks at the link between PE ratios and market returns.
Setting Benchmarks on the Road to Retirement
Scott Francis sets out various retirement benchmarks for people to assess whether they might be on track for a modest, comfortable or expansive retirement.
Call 1300 880 160
Start a chat
Schedule a call
