-
Debt Recycling
13 November 2024There’s been a lot of talk in the media lately about debt recycling, and you might be wondering if it’s something worth considering for yourself. Debt recycling is a strategy…
-
Interest Rate Cuts Are Coming
25 September 2024Globally, we are on the cusp of a significant shift in interest rate policies. After years of increases aimed at curbing inflation, central banks worldwide are beginning to cut rates….
-
Get the Best Mortgage Deal: Tips from Anthony Kirk
3 September 2024We recently sat down with Anthony Kirk, the founder and principal of Tailwind Finance, a leading mortgage broking business based in Coolangatta. Anthony has been instrumental in helping several clients…
-
Client Spotlight: Green Key Environmental
3 September 2024An Interview with Damien Stacy from Green Key Environmental In this interview, Damien from Green Key Environmental shares how his team helps businesses cut energy costs and enhance sustainability. By…
-
The Inner Workings of Fuse
29 July 2024This is something I have been wanting to share for a while now—it’s packed with valuable insights from years of experience and occasional wrong turns, and of course, right ones. …
-
‘Future You’ Will Thank You
30 June 2024Is retirement sneaking up on you? I don’t know about you, but when I was in my 20s, planning for retirement seemed very much like a “future Lisa” problem –…
-
Keep More of Your Cash: EOFY Tips
4 June 2024As the end of the financial year (EOFY) on 30th June approaches, it’s time to get your financial affairs in order. Whether you’re a business owner, an individual, or an…
-
Budget 2024/25: Wins for Your Wallet
16 May 2024This pre-election budget feels like a surprise gift, with most people getting a little something to help ease cost-of-living pressures. The Government is keeping spending down to control inflation,…
-
The Best Investments for Passive Income in 2024 – Part 1
5 February 2024With 2023 done and dusted, it’s time we turn our attention to navigating the financial waters of 2024, and for may investors there is one big question on their mind……
-
Navigating the Stage 3 Tax Cuts: Maximizing Your Financial Opportunities
3 February 2024The Government is tinkering…. again. In the ever-evolving landscape of taxation, understanding the implications of government policies on your financial well-being is crucial. One such recent development is the Stage…
-
Ignore Investment Forecasts – Everyone’s Crystal Ball is Broken
9 January 2023Every year around this time the world’s largest investment banks (experts, one might reasonably assume) compile their forecasts of where financial markets will end up at the end of the…
-
What Freediving Can Teach Us About Investing
5 January 2023Over the Xmas / New Year break I spent some time pursuing one of my great passions (Freediving), and it got me thinking…does Freediving make you a better investor? In…
-
How to Build Your A-Team of Financial Advice Professionals
22 September 2022Over the coming weeks in a 6 part mini-series, I’m going to show you how you can build your A-Team of Financial Advice Professionals. We’ll introduce all of the team…
-
Market Crashes – A Risk or an Opportunity?
17 September 2022View our September 2022 Webinar below – “Market Crashes – A Risk or an Opportunity”. Where are we now? The best investment strategy over the long term Price and value…
-
EOFY Investment Distributions Explained by Saul Muscardin
11 June 2021Have you ever opened your broker app, or your portfolio tracker and seen a significant unexplainable drop in the value of your investment? Did you have one of these reactions….?…
-
Stop Trying to Hit it out of the Park! by Saul Muscardin
22 April 2021In 2004, Michael Lewis wrote a fascinating book called Money Ball – which went on to become a major Hollywood movie starring Brad Pitt. The book tells the tale of…
-
Self-Employed? Don’t Forget About Super!
8 April 2021I had a chat with a mate of mine this morning – a 30 y/o self-employed tradie. He works hard, he pays his mortgage, he has some investments, but during…
-
Where Are You Getting Your Advice?
27 February 2021Where you get your financial advice makes an enormous difference to your outcomes. But unfortunately, many people confuse trust for expertise and don’t get the results they had hoped for (or were…
Insights
