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Investing

Giving the Gift of Investing

Did you have a savings account when you were young? It wasn’t uncommon and those old Passbook accounts funded many a first car. Now you’re a parent, are you thinking of opening an account for your kids? Record low interest rates have taken some of the fun out of watching bank accounts grow, but there […]

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Investing

The Challenges of Market Timing

When markets fall, it’s natural to want to take action to prevent further losses. Doing so however can do more harm than good. Here’s why timing the market to buy low and sell high is not as easy as it sounds. If you’re invested in the financial markets and also keeping up with the news, […]

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Financial Planning

Kids and Money – it’s Never too Early to Start

When teaching your children to manage their money you are helping your kids grow into financially savvy adults. You might even learn something about your own money habits along the way. Children see money nearly everyday, and as they become old enough to recognise the currency value on coins and notes they’ll want to start […]

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Financial Planning

Three Steps to your Kids’ Financial Success

For many of us, our first experience of banking and savings was the school Savings Account Program. Like many of you, we had CBA ‘Dollormites’ accounts set up in our early school years. But in 2019 the Australian Securities and Investments Commission (ASIC) raised concerns that these accounts had little lasting impact on children’s savings […]

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Financial Planning, Investing

Stay Invested Despite Current Market Conditions

With markets falling and inflation ramping up, investors might feel they need to ‘do something’ to avoid further losses. However, when it comes to investing, taking action in response to market turmoil may derail a sound investment strategy. To say that conditions have changed since Vanguard’s initial 2022 outlook would be an understatement. We welcomed […]

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For over 20 years we’ve been helping people like you make smart, informed business and financial decisions. We’re in this to make a difference, to help you avoid the common mistakes that prevent people from building a business and creating a life they truly love.