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Insights

Practical tips, market updates & clear guidance to help you plan, protect & grow your wealth

is an smsf the right fit for your super?

Is an SMSF the Right Fit for Your Super?

Interest in self-managed superannuation funds (SMSFs) continues to grow, particularly among Australians who want greater involvement in how their super is managed. With market volatility, changing tax considerations, and increasing awareness of investment choice, more people are asking whether an SMSF is a smarter way to manage... Read More

why understanding the mortgage market matters in 2026

Why Understanding the Mortgage Market Matters in 2026

For many Australians, buying a home is one of the most significant financial decisions they’ll ever make. But with rates shifting, borrowing conditions tightening, and government schemes evolving, it’s not always clear what to focus on, or where to start. In fact, the most commonly searched mortgage... Read More

money & relationships: getting on the same page

Money & Relationships: Getting on the Same Page

Money rarely causes tension because of one big decision.More often, it’s the small, everyday moments like spending, saving, planning, or avoiding conversations until “later”  that slowly create distance.February is a good time to pause and check whether your financial plans are actually supporting the life you’re building together.Because... Read More

why organisation matters for capital gains tax

Why Organisation Matters for Capital Gains Tax

No one buys property thinking, “One day this paperwork will matter.” Yet years later, those forgotten documents can determine how much tax you pay when you sell. Organisation, it turns out, is a powerful financial tool.If you sell a property, the Australian Tax Office Read More

are you a glass-half-full or glass-half-empty investor?

Are you a glass-half-full or glass-half-empty investor?

When you think about the markets, do you see promise or peril? Are you the type to believe the glass is half-full, or do you focus on the half that is not there? Your investing outlook can shape your decisions, influence your risk tolerance, and impact your long-term results. But... Read More