I feel confident Vicki provides me with valued information and I feel safe in her hands.
2 March
I feel confident Vicki provides me with valued information and I feel safe in her hands.Toni
Thoughtful, informed and tailored advice that contributes to security for living.
2 March
Thoughtful, informed and tailored advice that contributes to security for living.Phill
Enjoy the personal interaction, feeling of security.
1 March
Enjoy the personal interaction, feeling of security.Bernard
professionalism and personal approach
27 February
professionalism and personal approachGeoffrey
Reliable results
26 February
Reliable resultsJennifer
Should you move your super to cash when markets fall? Think again.
26 February
Every time markets dip, the same question rises to the surface: Should I move my superannuation to cash before things get worse? It’s a natural reaction. Watching balances fluctuate can be uncomfortable. But superannuation was never designed for...[Read More]
Key ways to invest through an SMSF and how to create a solid investment strategy
26 February
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Running a hospitality business: Getting tax and staff management right
26 February
Running a small business in hospitality is fast-paced, people-focused and often unpredictable. Between managing rosters, customer expectations, suppliers and cash flow, tax and compliance can easily slip down the priority list. Yet for cafés,...[Read More]
How a new generation of investors are teaching their parents about investing
26 February
Not too long ago, in the 1950s, the process of investing was both expensive and time-consuming. People who could afford to invest in stocks only did so via stock brokerages, which virtually monopolised the market. Fixed commissions were the norm —...[Read More]
Defining what is important in my ageing years
26 February
As I move through the later years of my life, I’ve come to realise that ageing is not just a physical process but an emotional and deeply personal journey. It invites me to pause, reflect, and take stock of what matters most now and in the years...[Read More]
Seeking professional advice when looking to buy your dream home
26 February
Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations. Here are some key instances when you should consider consulting a property agent and what...[Read More]
Navigating your next adventure with ease – a checklist for your next road trip
26 February
Planning a road trip can be an exciting adventure, offering a unique blend of freedom, discovery, and bonding opportunities. Whether you’re exploring familiar landscapes or venturing into unknown territories, preparation is key to ensuring a...[Read More]
Oliver’s Insights – The outlook for Australian shares – is the long underperformance versus global shares over?
25 February
Key points Over the long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares. We see more upside in Australian shares supported by the...[Read More]
Investment markets and key developments – Weekly market update – 20-02-2026
25 February
Global share markets mostly rose over the last week. Worries about AI and tech valuations took a breather and the US Supreme Court decision to strike down Trump’s emergency power tariffs with Trump immediately announcing a replacement were seen...[Read More]
‘Dumbest option’: top economist slams housing tax break
25 February
A major rewrite of Australia’s tax rules is needed to make them fairer and more efficient, one of the nation’s top economists has warned. Former Treasury secretary Ken Henry, who led a 2010 review of taxes, said the current system could be...[Read More]